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Ahrens Investment Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$21.5K Buy
+258
New +$21.4K 0.01% 456
2022
Q3 		– Sell
-19,934
Closed -$1.62M – 543
2022
Q2 		$1.62M Sell
19,934
-13,506
-40% -$1.13M 0.71% 32
2022
Q1 		$2.93M Buy
+33,440
New +$2.83M 0.92% 31

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ahrens Investment Partners's IXJ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Global Healthcare ETF (IXJ) in Q1 2023: 258 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IXJ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IXJ in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.93M in Q1 2022. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

  • Ahrens Investment Partners held 258 shares of iShares Global Healthcare ETF worth $21.5K as of Q1 2023.
  • iShares Global Healthcare ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Global Healthcare ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #456 holding.
  • Ahrens Investment Partners first reported a position in iShares Global Healthcare ETF in Q1 2022 and has held it in 3 quarters since.
  • Ahrens Investment Partners's iShares Global Healthcare ETF position peaked at $2.93M in Q1 2022.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.