Cerity Partners’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
5,086
+172
| +4% | +$14.8K | ﹤0.01% | 1937 |
|
|
2025
Q1 | $448K | Buy |
4,914
+78
| +2% | +$7.11K | ﹤0.01% | 1819 |
|
|
2024
Q4 | $416K | Buy |
+4,836
| New | +$416K | ﹤0.01% | 1870 |
|
|
2024
Q1 | – | Sell |
-8,633
| Closed | -$749K | – | 2317 |
|
|
2023
Q4 | $749K | Buy |
8,633
+6,038
| +233% | +$524K | ﹤0.01% | 1096 |
|
|
2023
Q3 | $214K | Sell |
2,595
-12,210
| -82% | -$1.01M | ﹤0.01% | 1264 |
|
|
2023
Q2 | $1.26M | Sell |
14,805
-495
| -3% | -$42.1K | ﹤0.01% | 851 |
|
|
2023
Q1 | $1.28M | Sell |
15,300
-2,947
| -16% | -$246K | ﹤0.01% | 882 |
|
|
2022
Q4 | $1.55M | Buy |
+18,247
| New | +$1.55M | 0.01% | 580 |
|