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

Advisors Preferred’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
Q4 		– Sell
-8,177
Closed -$798K – 239
2024
Q3 		$798K Buy
+8,177
New +$793K 0.12% 85
2023
Q3 		– Sell
-464
Closed -$39K – 233
2023
Q2 		$39K Buy
+464
New +$39.6K 0.01% 133
2023
Q1 		– Sell
-418
Closed -$35.5K – 234
2022
Q4 		$35.5K Sell
418
-40
-9% -$3.3K 0.02% 127
2022
Q3 		$35K Buy
+458
New +$37K 0.02% 115
2020
Q4 		– Sell
-2,615
Closed -$188K – 186
2020
Q3 		$188K Buy
2,615
+254
+11% +$18.2K 0.04% 98
2020
Q2 		$163K Buy
2,361
+2,041
+638% +$138K 0.05% 96
2020
Q1 		$20K Buy
+320
New +$21.1K 0.01% 97
2019
Q2 		– Sell
-1,312
Closed -$80K – 249
2019
Q1 		$80K Sell
1,312
-1,757
-57% -$105K 0.03% 130
2018
Q4 		$174K Buy
+3,069
New +$184K 0.21% 57
2017
Q2 		– Sell
-660
Closed -$34 – 241
2017
Q1 		$34 Buy
+660
New +$33K 0.02% 139
2015
Q3 		– Sell
-140
Closed -$8K – 230
2015
Q2 		$8K Buy
+140
New +$7.7K ﹤0.01% 200
2014
Q3 		– Sell
-846
Closed -$39.9K – 292
2014
Q2 		$39.9K Sell
846
-922
-52% -$42.3K 0.02% 179
2014
Q1 		$80.5K Buy
1,768
+464
+36% +$20.7K 0.04% 225
2013
Q4 		$56K Buy
+1,304
New +$54.2K 0.03% 176

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisors Preferred's IXJ Position: Q4 2024 in Review

Advisors Preferred sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 8,177 shares — an estimated $798K sold.

Advisors Preferred first reported a position in IXJ in Q4 2013 and held it in 14 quarters. The position peaked at $798K in Q3 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Advisors Preferred reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 8,177 iShares Global Healthcare ETF shares in Q4 2024, an estimated $798K.
  • Advisors Preferred first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 14 quarters.
  • Advisors Preferred's iShares Global Healthcare ETF position peaked at $798K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.