Creative Planning’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 | $2.8M | Sell |
29,883
-628
| -2% | -$61.5K | ﹤0.01% | 1642 |
|
|
2025
Q4 | $2.97M | Sell |
30,511
-9,733
| -24% | -$921K | ﹤0.01% | 1385 |
|
|
2025
Q3 | $3.57M | Sell |
40,244
-1,805
| -4% | -$156K | ﹤0.01% | 1086 |
|
|
2025
Q2 | $3.62M | Sell |
42,049
-201
| -0.5% | -$17.3K | ﹤0.01% | 927 |
|
|
2025
Q1 | $3.85M | Buy |
42,250
+6,008
| +17% | +$546K | ﹤0.01% | 814 |
|
|
2024
Q4 | $3.12M | Buy |
36,242
+20,916
| +136% | +$1.93M | ﹤0.01% | 880 |
|
|
2024
Q3 | $1.5M | Sell |
15,326
-265
| -2% | -$25.7K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $1.45M | Buy |
15,591
+741
| +5% | +$67.6K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $1.38M | Buy |
14,850
+164
| +1% | +$14.8K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $1.27M | Sell |
14,686
-1,508
| -9% | -$125K | ﹤0.01% | 1112 |
|
|
2023
Q3 | $1.33M | Buy |
16,194
+6,312
| +64% | +$535K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $840K | Buy |
9,882
+24
| +0.2% | +$2.05K | ﹤0.01% | 1223 |
|
|
2023
Q1 | $822K | Sell |
9,858
-104
| -1% | -$8.62K | ﹤0.01% | 1176 |
|
|
2022
Q4 | $846K | Sell |
9,962
-233
| -2% | -$19.2K | ﹤0.01% | 1122 |
|
|
2022
Q3 | $768K | Sell |
10,195
-66
| -0.6% | -$5.34K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $833K | Buy |
10,261
+118
| +1% | +$9.87K | ﹤0.01% | 1043 |
|
|
2022
Q1 | $889K | Sell |
10,143
-100
| -1% | -$8.46K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $925K | Sell |
10,243
-1,828
| -15% | -$158K | ﹤0.01% | 989 |
|
|
2021
Q3 | $1.01M | Buy |
12,071
+420
| +4% | +$36.3K | ﹤0.01% | 948 |
|
|
2021
Q2 | $968K | Sell |
11,651
-223
| -2% | -$18K | ﹤0.01% | 947 |
|
|
2021
Q1 | $915K | Sell |
11,874
-589
| -5% | -$45.3K | ﹤0.01% | 1070 |
|
|
2020
Q4 | $953K | Buy |
12,463
+887
| +8% | +$65.3K | ﹤0.01% | 979 |
|
|
2020
Q3 | $831K | Buy |
11,576
+6,037
| +109% | +$433K | ﹤0.01% | 881 |
|
|
2020
Q2 | $381K | Sell |
5,539
-891
| -14% | -$60.1K | ﹤0.01% | 1175 |
|
|
2020
Q1 | $392K | Buy |
6,430
+145
| +2% | +$9.56K | ﹤0.01% | 1062 |
|
|
2019
Q4 | $432K | Buy |
6,285
+213
| +4% | +$13.8K | ﹤0.01% | 1193 |
|
|
2019
Q3 | $371K | Buy |
6,072
+312
| +5% | +$19.1K | ﹤0.01% | 1237 |
|
|
2019
Q2 | $355K | Buy |
5,760
+31
| +0.5% | +$1.86K | ﹤0.01% | 1268 |
|
|
2019
Q1 | $350K | Buy |
5,729
+360
| +7% | +$21.5K | ﹤0.01% | 1244 |
|
|
2018
Q4 | $304K | Sell |
5,369
-768
| -13% | -$46K | ﹤0.01% | 1226 |
|
|
2018
Q3 | $386K | Buy |
6,137
+768
| +14% | +$46.4K | ﹤0.01% | 1241 |
|
|
2018
Q2 | $303K | Sell |
5,369
-499
| -9% | -$28.2K | ﹤0.01% | 1371 |
|
|
2018
Q1 | $327K | Buy |
5,868
+216
| +4% | +$12.4K | ﹤0.01% | 1300 |
|
|
2017
Q4 | $318K | Buy |
5,652
+300
| +6% | +$16.9K | ﹤0.01% | 1332 |
|
|
2017
Q3 | $301K | Buy |
5,352
+1,100
| +26% | +$60.5K | ﹤0.01% | 1331 |
|
|
2017
Q2 | $233K | Buy |
4,252
+3,732
| +718% | +$198K | ﹤0.01% | 1430 |
|
|
2017
Q1 | $27K | Sell |
520
-1,024
| -66% | -$51.3K | ﹤0.01% | 2917 |
|
|
2016
Q4 | $73K | Buy |
1,544
+1,024
| +197% | +$49.1K | ﹤0.01% | 2080 |
|
|
2016
Q3 | $26K | Hold |
520
| – | – | ﹤0.01% | 2867 |
|
|
2016
Q2 | $26K | Hold |
520
| – | – | ﹤0.01% | 2599 |
|
|
2016
Q1 | $25K | Sell |
520
-680
| -57% | -$32.4K | ﹤0.01% | 2600 |
|
|
2015
Q4 | $62K | Sell |
1,200
-282
| -19% | -$14.5K | ﹤0.01% | 1946 |
|
|
2015
Q3 | $73K | Buy |
+1,482
| New | +$79.9K | ﹤0.01% | 1783 |
|
|
2015
Q2 | – | Sell |
-1,282
| Closed | -$69K | – | 2058 |
|
|
2015
Q1 | $69K | Sell |
1,282
-288
| -18% | -$15.1K | ﹤0.01% | 1784 |
|
|
2014
Q4 | $78K | Buy |
1,570
+1,410
| +881% | +$70.1K | ﹤0.01% | 1693 |
|
|
2014
Q3 | $8K | Buy |
160
+56
| +54% | +$2.68K | ﹤0.01% | 3066 |
|
|
2014
Q2 | $5K | Sell |
104
-9,958
| -99% | -$457K | ﹤0.01% | 3217 |
|
|
2014
Q1 | $458K | Buy |
10,062
+10,022
| +25,055% | +$447K | 0.01% | 663 |
|
|
2013
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 3095 |
|
|
2013
Q3 | $2K | Sell |
40
-316
| -89% | -$12.4K | ﹤0.01% | 2982 |
|
|
2013
Q2 | $13K | Buy |
+356
| New | +$13.6K | ﹤0.01% | 2151 |
|
Other funds holding IXJ
PF
RBA
