CHA
IXJ icon

Carmichael Hill & Associates’s iShares Global Healthcare ETF IXJ Stock Holding History

Carmichael Hill & Associates’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 		$321K Hold
3,275
– – 0.11% 140
2024
Q2 		$304K Sell
3,275
-222
-6% -$20.3K 0.12% 134
2024
Q1 		$326K Hold
3,497
– – 0.13% 128
2023
Q4 		$303K Buy
3,497
+4
+0.1% +$332 0.13% 131
2023
Q3 		$288K Hold
3,493
– – 0.13% 126
2023
Q2 		$297K Buy
3,493
+5
+0.1% +$426 0.13% 128
2023
Q1 		$291K Hold
3,488
– – 0.14% 121
2022
Q4 		$296K Buy
3,488
+4
+0.1% +$330 0.15% 123
2022
Q3 		$263K Hold
3,484
– – 0.14% 125
2022
Q2 		$283K Buy
3,484
+5
+0.1% +$418 0.15% 125
2022
Q1 		$305K Buy
3,479
+2
+0.1% +$169 0.14% 129
2021
Q4 		$314K Buy
3,477
+3
+0.1% +$259 0.14% 139
2021
Q3 		$291K Hold
3,474
– – 0.14% 132
2021
Q2 		$289K Buy
3,474
+4
+0.1% +$323 0.15% 129
2021
Q1 		$267K Hold
3,470
– – 0.15% 126
2020
Q4 		$265K Buy
3,470
+4
+0.1% +$294 0.16% 119
2020
Q3 		$249K Hold
3,466
– – 0.17% 116
2020
Q2 		$238K Buy
3,466
+265
+8% +$17.9K 0.17% 111
2020
Q1 		$195K Hold
3,201
– – 0.17% 113
2019
Q4 		$220K Buy
+3,201
New +$208K 0.16% 124
2018
Q4 		– Sell
-3,304
Closed -$208K – 118
2018
Q3 		$208K Sell
3,304
-298
-8% -$18K 0.2% 112
2018
Q2 		$203K Hold
3,602
– – 0.22% 111
2018
Q1 		$201K Buy
+3,602
New +$207K 0.22% 113

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

Carmichael Hill & Associates's IXJ Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2024 at 3,275 shares worth $321K. The position accounts for 0.11% of the portfolio, ranked #140.

Carmichael Hill & Associates first reported a position in IXJ in Q1 2018 and has held it in 23 quarters since. The position peaked at $326K in Q1 2024. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • Carmichael Hill & Associates held 3,275 shares of iShares Global Healthcare ETF worth $321K as of Q3 2024.
  • Carmichael Hill & Associates left its iShares Global Healthcare ETF share count unchanged in Q3 2024.
  • iShares Global Healthcare ETF made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #140 holding.
  • Carmichael Hill & Associates first reported a position in iShares Global Healthcare ETF in Q1 2018 and has held it in 23 quarters since.
  • Carmichael Hill & Associates's iShares Global Healthcare ETF position peaked at $326K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.