Advisory Alpha’s iShares Global Healthcare ETF IXJ Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-105	Closed	-$8K	–	372
2020 Q3	$8K	Buy	+105	New	+$7.53K	﹤0.01%	453
2020 Q2	–	Sell	-470	Closed	-$31.6K	–	356
2020 Q1	$31.6K	Sell	470 -220	-32%	-$14.5K	0.01%	260
2019 Q4	$47.8K	Sell	690 -350	-34%	-$22.7K	0.01%	283
2019 Q3	$62.6K	Buy	+1,040	New	+$63.6K	0.02%	219
2019 Q2	–	Sell	-1,040	Closed	-$61.7K	–	383
2019 Q1	$61.7K	Buy	+1,040	New	+$62K	0.02%	205

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

BCI

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

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

Advisory Alpha's IXJ Position: Q4 2020 in Review

Advisory Alpha sold out of iShares Global Healthcare ETF (IXJ) in Q4 2020, closing a stake of 105 shares — an estimated $8K sold.

Advisory Alpha first reported a position in IXJ in Q1 2019 and held it in 5 quarters. The position peaked at $62.6K in Q3 2019. 210 funds tracked by Wall St. Rank hold IXJ as of Q4 2020.

Advisory Alpha reported no remaining iShares Global Healthcare ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 105 iShares Global Healthcare ETF shares in Q4 2020, an estimated $8K.
Advisory Alpha first reported a position in iShares Global Healthcare ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's iShares Global Healthcare ETF position peaked at $62.6K in Q3 2019.
210 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.