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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$744K Buy
7,954
+3,284
+70% +$322K ﹤0.01% 2039
2025
Q4
$455K Hold
4,670
﹤0.01% 2174
2025
Q3
$414K Sell
4,670
-416
-8% -$36K ﹤0.01% 2094
2025
Q2
$438K Buy
5,086
+172
+4% +$14.8K ﹤0.01% 1938
2025
Q1
$448K Buy
4,914
+78
+2% +$7.08K ﹤0.01% 1825
2024
Q4
$416K Buy
+4,836
New +$447K ﹤0.01% 1870
2024
Q1
Sell
-8,633
Closed -$749K 2320
2023
Q4
$749K Buy
8,633
+6,038
+233% +$500K ﹤0.01% 1101
2023
Q3
$214K Sell
2,595
-12,210
-82% -$1.04M ﹤0.01% 1267
2023
Q2
$1.26M Sell
14,805
-495
-3% -$42.2K ﹤0.01% 852
2023
Q1
$1.28M Sell
15,300
-2,947
-16% -$244K ﹤0.01% 884
2022
Q4
$1.55M Buy
+18,247
New +$1.5M 0.01% 581

Other funds holding IXJ