AE Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
7,331
+495
| +7% | +$42.6K | ﹤0.01% | 843 |
|
|
2025
Q1 | $623K | Sell |
6,836
-48
| -0.7% | -$4.38K | 0.01% | 854 |
|
|
2024
Q4 | $592K | Sell |
6,884
-192
| -3% | -$16.5K | 0.01% | 861 |
|
|
2024
Q3 | $695K | Buy |
7,076
+241
| +4% | +$23.7K | 0.01% | 800 |
|
|
2024
Q2 | $635K | Sell |
6,835
-86
| -1% | -$7.99K | 0.01% | 817 |
|
|
2024
Q1 | $645K | Sell |
6,921
-1,535
| -18% | -$143K | 0.01% | 761 |
|
|
2023
Q4 | $746K | Buy |
8,456
+1,535
| +22% | +$135K | ﹤0.01% | 1266 |
|
|
2023
Q3 | $570K | Buy |
6,921
+112
| +2% | +$9.23K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $579K | Buy |
6,809
+1,022
| +18% | +$86.9K | ﹤0.01% | 1310 |
|
|
2023
Q1 | $482K | Buy |
5,787
+63
| +1% | +$5.25K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $486K | Sell |
5,724
-55
| -1% | -$4.67K | ﹤0.01% | 1326 |
|
|
2022
Q3 | $435K | Buy |
5,779
+2,680
| +86% | +$202K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $251K | Buy |
+3,099
| New | +$251K | ﹤0.01% | 1510 |
|
|
2021
Q4 | – | Sell |
-5,120
| Closed | -$429K | – | 1731 |
|
|
2021
Q3 | $429K | Buy |
5,120
+268
| +6% | +$22.5K | ﹤0.01% | 1221 |
|
|
2021
Q2 | $403K | Buy |
4,852
+420
| +9% | +$34.9K | ﹤0.01% | 1220 |
|
|
2021
Q1 | $342K | Buy |
4,432
+1,387
| +46% | +$107K | ﹤0.01% | 1202 |
|
|
2020
Q4 | $233K | Sell |
3,045
-1,296
| -30% | -$99.2K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $312K | Buy |
+4,341
| New | +$312K | ﹤0.01% | 1023 |
|