Castleview Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Castleview Partners’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	-36	Closed	-$3.34K	–	731
2024 Q2	$3.34K	Hold	36	–	–	﹤0.01%	671
2024 Q1	$3.35K	Hold	36	–	–	﹤0.01%	688
2023 Q4	$3.12K	Hold	36	–	–	﹤0.01%	646
2023 Q3	$2.97K	Hold	36	–	–	﹤0.01%	528
2023 Q2	$3.06K	Hold	36	–	–	﹤0.01%	554
2023 Q1	$3K	Hold	36	–	–	﹤0.01%	544
2022 Q4	$3.06K	Hold	36	–	–	﹤0.01%	491
2022 Q3	$3K	Sell	36 -5,000	-99%	-$404K	﹤0.01%	498
2022 Q2	$578K	Buy	5,036 +5,000	+13,889%	+$418K	0.46%	44
2022 Q1	$3K	Sell	36 -3,216	-99%	-$272K	﹤0.01%	616
2021 Q4	$36	Buy	+3,252	New	+$281K	﹤0.01%	911
2021 Q2	$3K	Buy	+36	New	+$2.91K	﹤0.01%	834

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners's IXJ Position: Q3 2024 in Review

Castleview Partners sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 36 shares — an estimated $3.34K sold.

Castleview Partners first reported a position in IXJ in Q2 2021 and held it in 12 quarters. The position peaked at $578K in Q2 2022. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

Castleview Partners reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 36 iShares Global Healthcare ETF shares in Q3 2024, an estimated $3.34K.
Castleview Partners first reported a position in iShares Global Healthcare ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's iShares Global Healthcare ETF position peaked at $578K in Q2 2022.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.