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Concord Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Concord Wealth 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
Q1 		– Sell
-100
Closed -$8.67K – 879
2023
Q4 		$8.67K Sell
100
-100
-50% -$8.29K ﹤0.01% 582
2023
Q3 		$16.5K Hold
200
– – ﹤0.01% 540
2023
Q2 		$17K Hold
200
– – ﹤0.01% 526
2023
Q1 		$16.7K Hold
200
– – ﹤0.01% 518
2022
Q4 		$17K Buy
+200
New +$16.5K 0.01% 554

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

Concord Wealth Partners's IXJ Position: Q1 2024 in Review

Concord Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 100 shares — an estimated $8.67K sold.

Concord Wealth Partners first reported a position in IXJ in Q4 2022 and held it in 5 quarters. The position peaked at $17K in Q2 2023. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

  • Concord Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 100 iShares Global Healthcare ETF shares in Q1 2024, an estimated $8.67K.
  • Concord Wealth Partners first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's iShares Global Healthcare ETF position peaked at $17K in Q2 2023.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.