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Cedar Brook Financial Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-20,092
Closed -$1.87M – 224
2024
Q1 		$1.87M Buy
20,092
+169
+0.8% +$15.3K 0.37% 60
2023
Q4 		$1.78M Buy
19,923
+219
+1% +$18.2K 0.4% 60
2023
Q3 		$1.62M Sell
19,704
-412
-2% -$35K 0.42% 59
2023
Q2 		$1.71M Buy
20,116
+534
+3% +$45.5K 0.41% 62
2023
Q1 		$1.63M Sell
19,582
-1,233
-6% -$102K 0.42% 58
2022
Q4 		$1.77M Buy
20,815
+1,450
+7% +$120K 0.5% 48
2022
Q3 		$1.46M Buy
19,365
+1,190
+7% +$96.3K 0.47% 53
2022
Q2 		$1.48M Buy
18,175
+510
+3% +$42.6K 0.46% 56
2022
Q1 		$1.55M Buy
17,665
+148
+0.8% +$12.5K 0.4% 59
2021
Q4 		$1.58M Buy
17,517
+876
+5% +$75.7K 0.41% 60
2021
Q3 		$1.39M Sell
16,641
-458
-3% -$39.6K 0.42% 63
2021
Q2 		$1.42M Buy
17,099
+691
+4% +$55.9K 0.41% 63
2021
Q1 		$1.26M Buy
16,408
+1,646
+11% +$127K 0.44% 63
2020
Q4 		$1.13M Buy
14,762
+761
+5% +$56K 0.4% 67
2020
Q3 		$1.01M Buy
14,001
+672
+5% +$48.2K 0.39% 62
2020
Q2 		$917K Buy
13,329
+1,463
+12% +$98.8K 0.41% 66
2020
Q1 		$723K Buy
11,866
+536
+5% +$35.3K 0.4% 74
2019
Q4 		$779K Buy
11,330
+1,931
+21% +$125K 0.33% 84
2019
Q3 		$574K Sell
9,399
-32
-0.3% -$1.96K 0.25% 123
2019
Q2 		$582K Buy
9,431
+73
+0.8% +$4.38K 0.27% 121
2019
Q1 		$572K Sell
9,358
-539
-5% -$32.1K 0.28% 116
2018
Q4 		$561K Buy
+9,897
New +$592K 0.34% 95

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Cedar Brook Financial Partners's IXJ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 20,092 shares — an estimated $1.87M sold.

Cedar Brook Financial Partners first reported a position in IXJ in Q4 2018 and held it in 22 quarters. The position peaked at $1.87M in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 20,092 iShares Global Healthcare ETF shares in Q2 2024, an estimated $1.87M.
  • Cedar Brook Financial Partners first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Global Healthcare ETF position peaked at $1.87M in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.