WWM
IEHS

WJ Wealth Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

WJ Wealth 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
Q2 		– Sell
-32,619
Closed -$1.42M – 63
2022
Q1 		$1.42M Buy
+32,619
New +$1.38M 0.94% 17

Other funds holding IEHS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WJ Wealth Management's IEHS Position: Q2 2022 in Review

WJ Wealth Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q2 2022, closing a stake of 32,619 shares — an estimated $1.42M sold.

WJ Wealth Management first reported a position in IEHS in Q1 2022 and held it in 1 quarter. The position peaked at $1.42M in Q1 2022. 22 funds tracked by Wall St. Rank hold IEHS as of Q2 2022.

  • WJ Wealth Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q2 2022 after selling out during the quarter.
  • WJ Wealth Management sold 32,619 iShares Evolved U.S. Healthcare Staples ETF shares in Q2 2022, an estimated $1.42M.
  • WJ Wealth Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2022 and held it in 1 quarter.
  • WJ Wealth Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $1.42M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q2 2022.

Based on WJ Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.