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Apollon Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Apollon Wealth Management’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
2020
Q3 		– Sell
-370
Closed -$25K – 426
2020
Q2 		$25K Buy
+370
New +$25K 0.01% 333

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apollon Wealth Management's IXJ Position: Q3 2020 in Review

Apollon Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2020, closing a stake of 370 shares — an estimated $25K sold.

Apollon Wealth Management first reported a position in IXJ in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 198 funds tracked by Wall St. Rank hold IXJ as of Q3 2020.

  • Apollon Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Apollon Wealth Management sold 370 iShares Global Healthcare ETF shares in Q3 2020, an estimated $25K.
  • Apollon Wealth Management first reported a position in iShares Global Healthcare ETF in Q2 2020 and held it in 1 quarter.
  • Apollon Wealth Management's iShares Global Healthcare ETF position peaked at $25K in Q2 2020.
  • 198 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2020.

Based on Apollon Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.