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Cetera Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Cetera Advisors’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
Q1 		$930K Buy
9,981
+3,792
+61% +$343K 0.01% 1198
2023
Q4 		$537K Sell
6,189
-134
-2% -$11.1K 0.01% 1088
2023
Q3 		$521K Sell
6,323
-2,150
-25% -$182K 0.01% 1046
2023
Q2 		$720K Buy
8,473
+1,645
+24% +$140K 0.01% 865
2023
Q1 		$569K Buy
6,828
+393
+6% +$32.6K 0.01% 955
2022
Q4 		$546K Buy
6,435
+3,528
+121% +$291K 0.01% 931
2022
Q3 		$219K Buy
2,907
+156
+6% +$12.6K 0.01% 1092
2022
Q2 		$223K Sell
2,751
-251
-8% -$21K 0.01% 1186
2022
Q1 		$263K Buy
3,002
+251
+9% +$21.2K 0.01% 1168
2021
Q4 		$249K Sell
2,751
-2,206
-45% -$191K 0.01% 1204
2021
Q3 		$415K Buy
4,957
+2,229
+82% +$193K 0.01% 951
2021
Q2 		$227K Hold
2,728
– – 0.01% 1176
2021
Q1 		$210K Buy
+2,728
New +$210K 0.01% 1132
2019
Q3 		– Sell
-9,013
Closed -$556K – 932
2019
Q2 		$556K Sell
9,013
-1,232
-12% -$73.9K 0.02% 536
2019
Q1 		$625K Sell
10,245
-176
-2% -$10.5K 0.03% 439
2018
Q4 		$589K Buy
10,421
+1,472
+16% +$88.1K 0.03% 431
2018
Q3 		$563K Sell
8,949
-19,007
-68% -$1.15M 0.03% 523
2018
Q2 		$1.57M Sell
27,956
-934
-3% -$52.7K 0.09% 225
2018
Q1 		$1.61M Buy
28,890
+286
+1% +$16.5K 0.1% 213
2017
Q4 		$1.61M Sell
28,604
-106
-0.4% -$5.96K 0.1% 201
2017
Q3 		$1.61M Buy
28,710
+6,140
+27% +$338K 0.1% 229
2017
Q2 		$1.23M Buy
22,570
+1,744
+8% +$92.7K 0.08% 276
2017
Q1 		$1.07M Buy
+20,826
New +$1.04M 0.07% 295
2016
Q4 		– Sell
-7,632
Closed -$386K – 766
2016
Q3 		$386K Sell
7,632
-7,546
-50% -$388K 0.03% 493
2016
Q2 		$766K Sell
15,178
-1,950
-11% -$97.3K 0.06% 316
2016
Q1 		$826K Sell
17,128
-1,554
-8% -$74.1K 0.07% 288
2015
Q4 		$957K Sell
18,682
-2,716
-13% -$140K 0.08% 271
2015
Q3 		$1.05M Buy
21,398
+822
+4% +$44.3K 0.1% 226
2015
Q2 		$1.12M Buy
20,576
+1,340
+7% +$73.7K 0.1% 230
2015
Q1 		$1.04M Sell
19,236
-290
-1% -$15.2K 0.1% 247
2014
Q4 		$971K Buy
19,526
+504
+3% +$25K 0.09% 253
2014
Q3 		$932K Buy
19,022
+714
+4% +$34.2K 0.07% 232
2014
Q2 		$861K Buy
18,308
+2,640
+17% +$121K 0.1% 245
2014
Q1 		$713K Buy
15,668
+1,370
+10% +$61.1K 0.1% 234
2013
Q4 		$616K Sell
14,298
-824
-5% -$34.2K 0.09% 245
2013
Q3 		$601K Buy
15,122
+4,014
+36% +$157K 0.11% 216
2013
Q2 		$413K Buy
+11,108
New +$424K 0.09% 244

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's IXJ Position: Q1 2024 in Review

Cetera Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 61% in Q1 2024, buying an estimated $343K and bringing the position to 9,981 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #1198.

Cetera Advisors first reported a position in IXJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.61M in Q3 2017. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

  • Cetera Advisors held 9,981 shares of iShares Global Healthcare ETF worth $930K as of Q1 2024.
  • Cetera Advisors bought 3,792 iShares Global Healthcare ETF shares in Q1 2024, an estimated $343K.
  • iShares Global Healthcare ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1198 holding.
  • Cetera Advisors first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 37 quarters since.
  • Cetera Advisors's iShares Global Healthcare ETF position peaked at $1.61M in Q3 2017.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.