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Axxcess Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Axxcess Wealth Management’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
2022
Q2 		– Sell
-2,510
Closed -$220K – 600
2022
Q1 		$220K Buy
+2,510
New +$212K 0.02% 556

Other funds holding IXJ

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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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Axxcess Wealth Management's IXJ Position: Q2 2022 in Review

Axxcess Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2022, closing a stake of 2,510 shares — an estimated $220K sold.

Axxcess Wealth Management first reported a position in IXJ in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 242 funds tracked by Wall St. Rank hold IXJ as of Q2 2022.

  • Axxcess Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,510 iShares Global Healthcare ETF shares in Q2 2022, an estimated $220K.
  • Axxcess Wealth Management first reported a position in iShares Global Healthcare ETF in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Global Healthcare ETF position peaked at $220K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.