Avidian Wealth Enterprises’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
2026 Q1	$837K	Buy	8,951 +4	+0%	+$392	0.03%	322
2025 Q4	$871K	Sell	8,947 -103	-1%	-$9.74K	0.03%	253
2025 Q3	$802K	Sell	9,050 -1,014	-10%	-$87.7K	0.03%	260
2025 Q2	$866K	Buy	10,064 +64	+0.6%	+$5.51K	0.04%	226
2025 Q1	$912K	Buy	10,000 +391	+4%	+$35.5K	0.04%	208
2024 Q4	$826K	Sell	9,609 -304	-3%	-$28.1K	0.04%	216
2024 Q3	$973K	Buy	9,913 +23	+0.2%	+$2.23K	0.04%	195
2024 Q2	$918K	Sell	9,890 -805	-8%	-$73.5K	0.04%	197
2024 Q1	$996K	Sell	10,695 -839	-7%	-$75.9K	0.05%	160
2023 Q4	$1M	Sell	11,534 -311	-3%	-$25.8K	0.06%	169
2023 Q3	$976K	Buy	11,845 +283	+2%	+$24K	0.07%	163
2023 Q2	$983K	Buy	11,562 +4,217	+57%	+$360K	0.06%	179
2023 Q1	$612K	Buy	7,345 +258	+4%	+$21.4K	0.03%	265
2022 Q4	$602K	Buy	7,087 +48	+0.7%	+$3.96K	0.04%	252
2022 Q3	$530K	Sell	7,039 -655	-9%	-$53K	0.04%	228
2022 Q2	$624K	Sell	7,694 -727	-9%	-$60.8K	0.04%	234
2022 Q1	$738K	Buy	8,421 +529	+7%	+$44.8K	0.05%	239
2021 Q4	$713K	Buy	+7,892	New	+$682K	0.05%	239