Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-649
| Closed | -$63.7K | – | 639 |
|
|
2024
Q3 | $63.7K | Hold |
649
| – | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $60.3K | Hold |
649
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $60.5K | Hold |
649
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $56.3K | Hold |
649
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $53.5K | Hold |
649
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $55.2K | Buy |
649
+449
| +225% | +$38.3K | ﹤0.01% | 399 |
|
|
2023
Q1 | $16.7K | Hold |
200
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2020
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 414 |
|
|
2019
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2017
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 421 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2016
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
|
2016
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $10K | Buy |
+200
| New | +$9.54K | ﹤0.01% | 415 |
|
Other funds holding IXJ
RBA
PF
FDCDDQ
Baldwin Wealth Partners's IXJ Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 649 shares — an estimated $63.7K sold.
Baldwin Wealth Partners first reported a position in IXJ in Q1 2016 and held it in 35 quarters. The position peaked at $63.7K in Q3 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.
- Baldwin Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 649 iShares Global Healthcare ETF shares in Q4 2024, an estimated $63.7K.
- Baldwin Wealth Partners first reported a position in iShares Global Healthcare ETF in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's iShares Global Healthcare ETF position peaked at $63.7K in Q3 2024.
- 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.