Analyst IMS Investment Management Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Analyst IMS Investment Management Services’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 Q2	–	Sell	-9,071	Closed	-$750K	–	102
2023 Q1	$750K	Hold	9,071	–	–	0.06%	64
2022 Q4	$774K	Hold	9,071	–	–	0.07%	67
2022 Q3	$693K	Hold	9,071	–	–	0.07%	70
2022 Q2	$736K	Hold	9,071	–	–	0.07%	70
2022 Q1	$795K	Hold	9,071	–	–	0.07%	75
2021 Q4	$821K	Hold	9,071	–	–	0.08%	75
2021 Q3	$760K	Hold	9,071	–	–	0.09%	75
2021 Q2	$754K	Hold	9,071	–	–	0.09%	75
2021 Q1	$699K	Hold	9,071	–	–	0.09%	74
2020 Q4	$693K	Hold	9,071	–	–	0.12%	67
2020 Q3	$651K	Hold	9,071	–	–	0.13%	68
2020 Q2	$624K	Sell	9,071 -253	-3%	-$17.1K	0.14%	62
2020 Q1	$568K	Hold	9,324	–	–	0.18%	61
2019 Q4	$641K	Sell	9,324 -23,629	-72%	-$1.53M	0.17%	66
2019 Q3	$2.01M	Hold	32,953	–	–	0.6%	28
2019 Q2	$2.03M	Hold	32,953	–	–	0.61%	29
2019 Q1	$2.01M	Buy	+32,953	New	+$1.96M	0.62%	26
2018 Q4	–	Sell	-42,290	Closed	-$2.67K	–	135
2018 Q3	$2.67K	Sell	42,290 -906	-2%	-$54.7K	0.43%	27
2018 Q2	$2.43M	Sell	43,196 -674	-2%	-$38K	0.74%	28
2018 Q1	$2.44M	Sell	43,870 -61,798	-58%	-$3.56M	0.77%	30
2017 Q4	$5.95M	Sell	105,668 -640	-0.6%	-$36K	1.82%	15
2017 Q3	$5.93M	Sell	106,308 -276	-0.3%	-$15.2K	1.95%	13
2017 Q2	$5.83M	Buy	+106,584	New	+$5.66M	2.07%	12
2016 Q1	–	Sell	-4,130	Closed	-$212K	–	103
2015 Q4	$212K	Buy	+4,130	New	+$212K	0.09%	94

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Analyst IMS Investment Management Services's IXJ Position: Q2 2023 in Review

Analyst IMS Investment Management Services sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 9,071 shares — an estimated $750K sold.

Analyst IMS Investment Management Services first reported a position in IXJ in Q4 2015 and held it in 24 quarters. The position peaked at $5.95M in Q4 2017. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

Analyst IMS Investment Management Services reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Analyst IMS Investment Management Services sold 9,071 iShares Global Healthcare ETF shares in Q2 2023, an estimated $750K.
Analyst IMS Investment Management Services first reported a position in iShares Global Healthcare ETF in Q4 2015 and held it in 24 quarters.
Analyst IMS Investment Management Services's iShares Global Healthcare ETF position peaked at $5.95M in Q4 2017.
272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2023, filed 31 Jul 2023.