Advisor Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Advisor Group’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
2019 Q4	$2.39M	Buy	34,792 +1,268	+4%	+$82.2K	0.02%	726
2019 Q3	$2.05M	Sell	33,524 -1,113	-3%	-$68.1K	0.02%	741
2019 Q2	$2.14M	Sell	34,637 -688	-2%	-$41.2K	0.02%	728
2019 Q1	$2.16M	Buy	35,325 +1,407	+4%	+$83.8K	0.02%	687
2018 Q4	$1.92M	Buy	33,918 +6,436	+23%	+$385K	0.02%	654
2018 Q3	$1.73M	Buy	27,482 +1,593	+6%	+$96.2K	0.02%	710
2018 Q2	$1.46M	Buy	25,889 +627	+2%	+$35.4K	0.02%	683
2018 Q1	$1.41M	Buy	25,262 +1,238	+5%	+$71.2K	0.02%	705
2017 Q4	$1.35M	Sell	24,024 -4,964	-17%	-$279K	0.02%	724
2017 Q3	$1.63M	Sell	28,988 -5,402	-16%	-$297K	0.03%	582
2017 Q2	$1.88M	Sell	34,390 -2,450	-7%	-$130K	0.03%	506
2017 Q1	$1.89M	Sell	36,840 -1,176	-3%	-$58.9K	0.04%	482
2016 Q4	$1.8M	Buy	38,016 +1,548	+4%	+$74.2K	0.04%	457
2016 Q3	$1.84M	Sell	36,468 -42	-0.1%	-$2.16K	0.04%	431
2016 Q2	$1.84M	Buy	+36,510	New	+$1.82M	0.05%	407

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's IXJ Position: Q4 2019 in Review

Advisor Group increased its iShares Global Healthcare ETF (IXJ) stake by 3.8% in Q4 2019, buying an estimated $82.2K and bringing the position to 34,792 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #726.

Advisor Group first reported a position in IXJ in Q2 2016 and has held it in 15 quarters since. 221 funds tracked by Wall St. Rank hold IXJ as of Q4 2019.

Advisor Group held 34,792 shares of iShares Global Healthcare ETF worth $2.39M as of Q4 2019.
Advisor Group bought 1,268 iShares Global Healthcare ETF shares in Q4 2019, an estimated $82.2K.
iShares Global Healthcare ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #726 holding.
Advisor Group first reported a position in iShares Global Healthcare ETF in Q2 2016 and has held it in 15 quarters since.
221 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.