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Biltmore Family Office’s iShares Global Healthcare ETF IXJ Stock Holding History

Biltmore Family Office’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
2020
Q1 		– Sell
-2,370
Closed -$163K – 208
2019
Q4 		$163K Buy
+2,370
New +$154K 0.07% 163

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BCI
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Biltmore Family Office's IXJ Position: Q1 2020 in Review

Biltmore Family Office sold out of iShares Global Healthcare ETF (IXJ) in Q1 2020, closing a stake of 2,370 shares — an estimated $163K sold.

Biltmore Family Office first reported a position in IXJ in Q4 2019 and held it in 1 quarter. The position peaked at $163K in Q4 2019. 206 funds tracked by Wall St. Rank hold IXJ as of Q1 2020.

  • Biltmore Family Office reported no remaining iShares Global Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • Biltmore Family Office sold 2,370 iShares Global Healthcare ETF shares in Q1 2020, an estimated $163K.
  • Biltmore Family Office first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 1 quarter.
  • Biltmore Family Office's iShares Global Healthcare ETF position peaked at $163K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2020.

Based on Biltmore Family Office's 13F filing for Q1 2020, filed 8 May 2020.