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Addison Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Addison Advisors’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18
Closed -$1.68K – 787
2024
Q1 		$1.68K Buy
+18
New +$1.63K ﹤0.01% 632

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Addison Advisors's IXJ Position: Q2 2024 in Review

Addison Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 18 shares — an estimated $1.68K sold.

Addison Advisors first reported a position in IXJ in Q1 2024 and held it in 1 quarter. The position peaked at $1.68K in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Addison Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Addison Advisors sold 18 iShares Global Healthcare ETF shares in Q2 2024, an estimated $1.68K.
  • Addison Advisors first reported a position in iShares Global Healthcare ETF in Q1 2024 and held it in 1 quarter.
  • Addison Advisors's iShares Global Healthcare ETF position peaked at $1.68K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Addison Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.