Beacon Pointe Advisors’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	$1.86M	Sell	19,874 -5,923	-23%	-$580K	0.01%	757
2025 Q4	$2.51M	Buy	25,797 +21,995	+579%	+$2.08M	0.02%	541
2025 Q3	$337K	Buy	3,802 +10	+0.3%	+$864	﹤0.01%	1141
2025 Q2	$326K	Hold	3,792	–	–	﹤0.01%	1015
2025 Q1	$346K	Hold	3,792	–	–	﹤0.01%	968
2024 Q4	$326K	Buy	3,792 +50	+1%	+$4.62K	﹤0.01%	979
2024 Q3	$367K	Sell	3,742 -399	-10%	-$38.7K	﹤0.01%	956
2024 Q2	$384K	Buy	4,141 +224	+6%	+$20.4K	﹤0.01%	970
2024 Q1	$365K	Sell	3,917 -378	-9%	-$34.2K	﹤0.01%	1034
2023 Q4	$372K	Hold	4,295	–	–	﹤0.01%	999
2023 Q3	$354K	Buy	4,295 +125	+3%	+$10.6K	﹤0.01%	995
2023 Q2	$354K	Hold	4,170	–	–	0.01%	826
2023 Q1	$348K	Hold	4,170	–	–	0.01%	880
2022 Q4	$354K	Buy	4,170 +50	+1%	+$4.12K	0.01%	809
2022 Q3	$310K	Hold	4,120	–	–	0.01%	785
2022 Q2	$335K	Sell	4,120 -203	-5%	-$17K	0.01%	784
2022 Q1	$379K	Buy	+4,323	New	+$366K	0.01%	896