AE Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $638K | Buy |
6,816
+736
| +12% | +$72.1K | ﹤0.01% | 996 |
|
|
2025
Q4 | $592K | Sell |
6,080
-246
| -4% | -$23.3K | ﹤0.01% | 978 |
|
|
2025
Q3 | $561K | Sell |
6,326
-1,005
| -14% | -$86.9K | ﹤0.01% | 929 |
|
|
2025
Q2 | $631K | Buy |
7,331
+495
| +7% | +$42.6K | ﹤0.01% | 843 |
|
|
2025
Q1 | $623K | Sell |
6,836
-48
| -0.7% | -$4.36K | 0.01% | 854 |
|
|
2024
Q4 | $592K | Sell |
6,884
-192
| -3% | -$17.7K | 0.01% | 861 |
|
|
2024
Q3 | $695K | Buy |
7,076
+241
| +4% | +$23.4K | 0.01% | 800 |
|
|
2024
Q2 | $635K | Sell |
6,835
-86
| -1% | -$7.85K | 0.01% | 818 |
|
|
2024
Q1 | $645K | Sell |
6,921
-1,535
| -18% | -$139K | 0.01% | 761 |
|
|
2023
Q4 | $746K | Buy |
8,456
+1,535
| +22% | +$127K | ﹤0.01% | 1268 |
|
|
2023
Q3 | $570K | Buy |
6,921
+112
| +2% | +$9.5K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $579K | Buy |
6,809
+1,022
| +18% | +$87.2K | ﹤0.01% | 1312 |
|
|
2023
Q1 | $482K | Buy |
5,787
+63
| +1% | +$5.22K | ﹤0.01% | 1368 |
|
|
2022
Q4 | $486K | Sell |
5,724
-55
| -1% | -$4.54K | ﹤0.01% | 1329 |
|
|
2022
Q3 | $435K | Buy |
5,779
+2,680
| +86% | +$217K | ﹤0.01% | 1330 |
|
|
2022
Q2 | $251K | Buy |
+3,099
| New | +$259K | ﹤0.01% | 1514 |
|
|
2021
Q4 | – | Sell |
-5,120
| Closed | -$429K | – | 1737 |
|
|
2021
Q3 | $429K | Buy |
5,120
+268
| +6% | +$23.2K | ﹤0.01% | 1224 |
|
|
2021
Q2 | $403K | Buy |
4,852
+420
| +9% | +$34K | ﹤0.01% | 1223 |
|
|
2021
Q1 | $342K | Buy |
4,432
+1,387
| +46% | +$107K | ﹤0.01% | 1205 |
|
|
2020
Q4 | $233K | Sell |
3,045
-1,296
| -30% | -$95.4K | ﹤0.01% | 1228 |
|
|
2020
Q3 | $312K | Buy |
+4,341
| New | +$311K | ﹤0.01% | 1027 |
|
Other funds holding IXJ
PF
RBA
