American Portfolios Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$133K	Sell	1,759 -13	-0.7%	-$1.05K	0.01%	1195
2022 Q2	$144K	Sell	1,772 -34	-2%	-$2.84K	0.01%	1217
2022 Q1	$158K	Sell	1,806 -214	-11%	-$18.1K	0.01%	1285
2021 Q4	$182K	Hold	2,020	–	–	0.01%	1204
2021 Q3	$169K	Hold	2,020	–	–	0.01%	1199
2021 Q2	$168K	Sell	2,020 -25	-1%	-$2.02K	0.01%	1186
2021 Q1	$158K	Buy	2,045 +422	+26%	+$32.5K	0.01%	1131
2020 Q4	$124K	Sell	1,623 -183	-10%	-$13.5K	0.01%	1058
2020 Q3	$130K	Buy	1,806 +22	+1%	+$1.58K	0.01%	970
2020 Q2	$123K	Buy	1,784 +1,198	+204%	+$80.9K	0.01%	929
2020 Q1	$35.7K	Sell	586 -4	-0.7%	-$264	﹤0.01%	1309
2019 Q4	$40.6K	Sell	590 -32	-5%	-$2.08K	﹤0.01%	1429
2019 Q3	$38K	Hold	622	–	–	﹤0.01%	1389
2019 Q2	$38.4K	Buy	622 +172	+38%	+$10.3K	﹤0.01%	1382
2019 Q1	$27.5K	Buy	450 +1	+0.2%	+$60	﹤0.01%	1445
2018 Q4	$25.4K	Buy	449 +309	+221%	+$18.5K	﹤0.01%	1284
2018 Q3	$8.82K	Hold	140	–	–	﹤0.01%	1797
2018 Q2	$7.9K	Buy	+140	New	+$7.9K	﹤0.01%	1815

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RBA

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

American Portfolios Advisors's IXJ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 0.73% in Q3 2022, selling an estimated $1.05K and leaving 1,759 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #1195.

American Portfolios Advisors first reported a position in IXJ in Q2 2018 and has held it in 18 quarters since. The position peaked at $182K in Q4 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

American Portfolios Advisors held 1,759 shares of iShares Global Healthcare ETF worth $133K as of Q3 2022.
American Portfolios Advisors sold 13 iShares Global Healthcare ETF shares in Q3 2022, an estimated $1.05K.
iShares Global Healthcare ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1195 holding.
American Portfolios Advisors first reported a position in iShares Global Healthcare ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's iShares Global Healthcare ETF position peaked at $182K in Q4 2021.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.