ARS Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

ARS Wealth 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
2016 Q1	–	Sell	-3,890	Closed	-$200K	–	79
2015 Q4	$200K	Buy	+3,890	New	+$200K	0.1%	76
2015 Q3	–	Sell	-4,140	Closed	-$225K	–	78
2015 Q2	$225K	Hold	4,140	–	–	0.1%	66
2015 Q1	$223K	Hold	4,140	–	–	0.1%	68
2014 Q4	$206K	Sell	4,140 -260	-6%	-$12.9K	0.09%	73
2014 Q3	$215K	Sell	4,400 -900	-17%	-$43.1K	0.1%	64
2014 Q2	$250K	Sell	5,300 -310	-6%	-$14.2K	0.12%	57
2014 Q1	$255K	Sell	5,610 -280	-5%	-$12.5K	0.15%	48
2013 Q4	$254K	Buy	+5,890	New	+$245K	0.16%	50

Other funds holding IXJ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARS Wealth Advisors's IXJ Position: Q1 2016 in Review

ARS Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2016, closing a stake of 3,890 shares — an estimated $200K sold.

ARS Wealth Advisors first reported a position in IXJ in Q4 2013 and held it in 8 quarters. The position peaked at $255K in Q1 2014. 127 funds tracked by Wall St. Rank hold IXJ as of Q1 2016.

ARS Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2016 after selling out during the quarter.
ARS Wealth Advisors sold 3,890 iShares Global Healthcare ETF shares in Q1 2016, an estimated $200K.
ARS Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 8 quarters.
ARS Wealth Advisors's iShares Global Healthcare ETF position peaked at $255K in Q1 2014.
127 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2016.

Based on ARS Wealth Advisors's 13F filing for Q1 2016, filed 11 Jun 2021.