Atria Wealth Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
7,960
+490
| +7% | +$42.2K | 0.02% | 788 |
|
|
2025
Q1 | $681K | Sell |
7,470
-607
| -8% | -$55.4K | 0.01% | 1040 |
|
|
2024
Q4 | $694K | Sell |
8,077
-3,637
| -31% | -$313K | 0.01% | 1069 |
|
|
2024
Q3 | $1.15M | Sell |
11,714
-5,906
| -34% | -$580K | 0.01% | 858 |
|
|
2024
Q2 | $1.64M | Sell |
17,620
-5,402
| -23% | -$502K | 0.02% | 695 |
|
|
2024
Q1 | $2.14M | Buy |
23,022
+4,425
| +24% | +$412K | 0.02% | 612 |
|
|
2023
Q4 | $1.61M | Buy |
18,597
+1,256
| +7% | +$109K | 0.02% | 670 |
|
|
2023
Q3 | $1.43M | Buy |
17,341
+7,957
| +85% | +$656K | 0.02% | 678 |
|
|
2023
Q2 | $798K | Sell |
9,384
-2,192
| -19% | -$186K | 0.01% | 943 |
|
|
2023
Q1 | $965K | Sell |
11,576
-89
| -0.8% | -$7.42K | 0.01% | 807 |
|
|
2022
Q4 | $990K | Buy |
11,665
+2,603
| +29% | +$221K | 0.02% | 751 |
|
|
2022
Q3 | $683K | Sell |
9,062
-27,709
| -75% | -$2.09M | 0.01% | 867 |
|
|
2022
Q2 | $2.98M | Buy |
36,771
+30,256
| +464% | +$2.46M | 0.06% | 327 |
|
|
2022
Q1 | $570K | Buy |
+6,515
| New | +$570K | 0.01% | 992 |
|