VBCG
IEHS

Valley Brook Capital Group’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Valley Brook Capital Group’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-135
Closed -$5K – 466
2021
Q1 		$5K Buy
+135
New +$5.17K ﹤0.01% 403

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Valley Brook Capital Group's IEHS Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q2 2021, closing a stake of 135 shares — an estimated $5K sold.

Valley Brook Capital Group first reported a position in IEHS in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 12 funds tracked by Wall St. Rank hold IEHS as of Q2 2021.

  • Valley Brook Capital Group reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 135 iShares Evolved U.S. Healthcare Staples ETF shares in Q2 2021, an estimated $5K.
  • Valley Brook Capital Group first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's iShares Evolved U.S. Healthcare Staples ETF position peaked at $5K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.