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Avestar Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Avestar Capital’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
2021
Q1 		– Sell
-3,531
Closed -$270K – 330
2020
Q4 		$270K Sell
3,531
-417
-11% -$30.7K 0.08% 227
2020
Q3 		$282K Sell
3,948
-21,779
-85% -$1.56M 0.09% 166
2020
Q2 		$1.77M Buy
25,727
+1,446
+6% +$97.6K 0.78% 25
2020
Q1 		$1.48M Buy
24,281
+2,074
+9% +$137K 0.81% 25
2019
Q4 		$1.53M Sell
22,207
-921
-4% -$59.7K 0.86% 23
2019
Q3 		$1.41M Buy
23,128
+114
+0.5% +$6.97K 0.88% 24
2019
Q2 		$1.4M Buy
23,014
+1,355
+6% +$81.2K 0.89% 22
2019
Q1 		$1.3M Sell
21,659
-5,016
-19% -$299K 0.85% 24
2018
Q4 		$1.5M Buy
+26,675
New +$1.6M 1.02% 23

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avestar Capital's IXJ Position: Q1 2021 in Review

Avestar Capital sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 3,531 shares — an estimated $270K sold.

Avestar Capital first reported a position in IXJ in Q4 2018 and held it in 9 quarters. The position peaked at $1.77M in Q2 2020. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

  • Avestar Capital reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Avestar Capital sold 3,531 iShares Global Healthcare ETF shares in Q1 2021, an estimated $270K.
  • Avestar Capital first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 9 quarters.
  • Avestar Capital's iShares Global Healthcare ETF position peaked at $1.77M in Q2 2020.
  • 205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on Avestar Capital's 13F filing for Q1 2021, filed 3 May 2021.