CPR Investments’s iShares Global Healthcare ETF IXJ Stock Holding History

CPR Investments’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 Q4	–	Sell	-7,055	Closed	-$693K	–	37
2024 Q3	$693K	Sell	7,055 -7,537	-52%	-$731K	0.65%	24
2024 Q2	$1.35M	Buy	+14,592	New	+$1.33M	1.12%	20
2023 Q4	–	Sell	-39,744	Closed	-$3.28M	–	37
2023 Q3	$3.28M	Buy	+39,744	New	+$3.37M	3.52%	10
2023 Q2	–	Sell	-38,293	Closed	-$3.19M	–	45
2023 Q1	$3.19M	Buy	+38,293	New	+$3.17M	3.07%	10

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPR Investments's IXJ Position: Q4 2024 in Review

CPR Investments sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 7,055 shares — an estimated $693K sold.

CPR Investments first reported a position in IXJ in Q1 2023 and held it in 4 quarters. The position peaked at $3.28M in Q3 2023. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

CPR Investments reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
CPR Investments sold 7,055 iShares Global Healthcare ETF shares in Q4 2024, an estimated $693K.
CPR Investments first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 4 quarters.
CPR Investments's iShares Global Healthcare ETF position peaked at $3.28M in Q3 2023.
277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on CPR Investments's 13F filing for Q4 2024, filed 14 Jan 2025.