WCM
IEHS

WealthBridge Capital Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

WealthBridge Capital Management’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
2022
Q4 		– Sell
-24,990
Closed -$960K – 213
2022
Q3 		$960K Hold
24,990
– – 0.41% 51
2022
Q2 		$960K Buy
24,990
+97
+0.4% +$3.92K 0.41% 51
2022
Q1 		$1.09M Sell
24,893
-7,881
-24% -$334K 0.41% 55
2021
Q4 		$1.49M Sell
32,774
-22,089
-40% -$960K 0.56% 43
2021
Q3 		$2.3M Sell
54,863
-8,976
-14% -$388K 0.86% 28
2021
Q2 		$2.65M Buy
63,839
+4,740
+8% +$192K 0.96% 25
2021
Q1 		$2.29M Buy
59,099
+3,173
+6% +$122K 0.93% 26
2020
Q4 		$2.09M Buy
55,926
+9,264
+20% +$330K 0.92% 28
2020
Q3 		$1.57M Buy
46,662
+3,385
+8% +$112K 0.81% 31
2020
Q2 		$1.34M Buy
43,277
+16,823
+64% +$508K 0.76% 32
2020
Q1 		$708K Buy
+26,454
New +$800K 0.49% 50

WealthBridge Capital Management's IEHS Position: Q4 2022 in Review

WealthBridge Capital Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q4 2022, closing a stake of 24,990 shares — an estimated $960K sold.

WealthBridge Capital Management first reported a position in IEHS in Q1 2020 and held it in 11 quarters. The position peaked at $2.65M in Q2 2021. 0 funds tracked by Wall St. Rank hold IEHS as of Q4 2022.

  • WealthBridge Capital Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q4 2022 after selling out during the quarter.
  • WealthBridge Capital Management sold 24,990 iShares Evolved U.S. Healthcare Staples ETF shares in Q4 2022, an estimated $960K.
  • WealthBridge Capital Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2020 and held it in 11 quarters.
  • WealthBridge Capital Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $2.65M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q4 2022.

Based on WealthBridge Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.