Allworth Financial’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 | $142K | Buy |
1,523
+92
| +6% | +$9.01K | ﹤0.01% | 1608 |
|
|
2025
Q4 | $139K | Buy |
1,431
+202
| +16% | +$19.1K | ﹤0.01% | 1536 |
|
|
2025
Q3 | $109K | Buy |
1,229
+490
| +66% | +$42.4K | ﹤0.01% | 1637 |
|
|
2025
Q2 | $63.6K | Buy |
739
+699
| +1,748% | +$60.1K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $3.44K | Hold |
40
| – | – | ﹤0.01% | 2967 |
|
|
2024
Q4 | $3.5K | Sell |
40
-579
| -94% | -$53.5K | ﹤0.01% | 2917 |
|
|
2024
Q3 | $60.8K | Hold |
619
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q2 | $58.4K | Hold |
619
| – | – | ﹤0.01% | 1311 |
|
|
2024
Q1 | $57.7K | Hold |
619
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q4 | $53.7K | Buy |
619
+580
| +1,487% | +$48.1K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $3.19K | Sell |
39
-57
| -59% | -$4.84K | ﹤0.01% | 2323 |
|
|
2023
Q2 | $8.13K | Buy |
96
+1
| +1% | +$85 | ﹤0.01% | 1927 |
|
|
2023
Q1 | $7.96K | Hold |
95
| – | – | ﹤0.01% | 1873 |
|
|
2022
Q4 | $8.1K | Sell |
95
-249
| -72% | -$20.5K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $26K | Buy |
344
+306
| +805% | +$24.8K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1903 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1718 |
|
|
2021
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $3K | Buy |
38
+1
| +3% | +$74 | ﹤0.01% | 1083 |
|
|
2020
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 949 |
|
|
2020
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q4 | $3K | Buy |
+37
| New | +$2.4K | ﹤0.01% | 850 |
|
Other funds holding IXJ
PF
RBA
