Atria Wealth Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$686K	Buy	7,960 +490	+7%	+$42.2K	0.02%	789
2025 Q1	$681K	Sell	7,470 -607	-8%	-$55.1K	0.01%	1047
2024 Q4	$694K	Sell	8,077 -3,637	-31%	-$336K	0.01%	1078
2024 Q3	$1.15M	Sell	11,714 -5,906	-34%	-$573K	0.01%	864
2024 Q2	$1.64M	Sell	17,620 -5,402	-23%	-$493K	0.02%	699
2024 Q1	$2.14M	Buy	23,022 +4,425	+24%	+$400K	0.02%	614
2023 Q4	$1.61M	Buy	18,597 +1,256	+7%	+$104K	0.02%	675
2023 Q3	$1.43M	Buy	17,341 +7,957	+85%	+$675K	0.02%	679
2023 Q2	$798K	Sell	9,384 -2,192	-19%	-$187K	0.01%	946
2023 Q1	$965K	Sell	11,576 -89	-0.8%	-$7.37K	0.01%	808
2022 Q4	$990K	Buy	11,665 +2,603	+29%	+$215K	0.02%	753
2022 Q3	$683K	Sell	9,062 -27,709	-75%	-$2.24M	0.01%	870
2022 Q2	$2.98M	Buy	36,771 +30,256	+464%	+$2.53M	0.06%	341
2022 Q1	$570K	Buy	+6,515	New	+$551K	0.01%	992