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Bison Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Bison Wealth’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
2024
Q3 		– Sell
-4,294
Closed -$400K – 445
2024
Q2 		$400K Hold
4,294
– – 0.07% 278
2024
Q1 		$400K Sell
4,294
-340
-7% -$30.8K 0.07% 278
2023
Q4 		$402K Sell
4,634
-50
-1% -$4.14K 0.07% 266
2023
Q3 		$386K Hold
4,684
– – 0.07% 258
2023
Q2 		$398K Buy
4,684
+328
+8% +$28K 0.07% 259
2023
Q1 		$375K Hold
4,356
– – 0.12% 178
2022
Q4 		$364K Buy
4,356
+70
+2% +$5.77K 0.12% 186
2022
Q3 		$322K Buy
4,286
+178
+4% +$14.4K 0.13% 191
2022
Q2 		$333K Sell
4,108
-15
-0.4% -$1.25K 0.19% 137
2022
Q1 		$361K Hold
4,123
– – 0.18% 144
2021
Q4 		$372K Hold
4,123
– – 0.22% 120
2021
Q3 		$345K Buy
4,123
+30
+0.7% +$2.6K 0.16% 159
2021
Q2 		$340K Buy
4,093
+125
+3% +$10.1K 0.15% 170
2021
Q1 		$306K Buy
3,968
+82
+2% +$6.31K 0.13% 183
2020
Q4 		$297K Hold
3,886
– – 0.14% 169
2020
Q3 		$279K Buy
3,886
+267
+7% +$19.1K 0.16% 144
2020
Q2 		$249K Buy
3,619
+275
+8% +$18.6K 0.16% 152
2020
Q1 		$204K Hold
3,344
– – 0.15% 165
2019
Q4 		$230K Hold
3,344
– – 0.11% 208
2019
Q3 		$204K Hold
3,344
– – 0.11% 210
2019
Q2 		$206K Sell
3,344
-180
-5% -$10.8K 0.12% 211
2019
Q1 		$215K Hold
3,524
– – 0.13% 198
2018
Q4 		$200K Hold
3,524
– – 0.15% 187
2018
Q3 		$222K Buy
+3,524
New +$213K 0.15% 191
2015
Q3 		– Sell
-3,792
Closed -$206K – 243
2015
Q2 		$206K Hold
3,792
– – 0.12% 218
2015
Q1 		$204K Buy
+3,792
New +$199K 0.12% 211

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's IXJ Position: Q3 2024 in Review

Bison Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 4,294 shares — an estimated $400K sold.

Bison Wealth first reported a position in IXJ in Q1 2015 and held it in 26 quarters. The position peaked at $402K in Q4 2023. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • Bison Wealth reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 4,294 iShares Global Healthcare ETF shares in Q3 2024, an estimated $400K.
  • Bison Wealth first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 26 quarters.
  • Bison Wealth's iShares Global Healthcare ETF position peaked at $402K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.