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Dynamic Advisor Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-2,715
Closed -$252K – 964
2024
Q2 		$252K Sell
2,715
-252
-8% -$23K 0.01% 821
2024
Q1 		$276K Sell
2,967
-68
-2% -$6.15K 0.01% 782
2023
Q4 		$268K Buy
3,035
+18
+0.6% +$1.49K 0.01% 753
2023
Q3 		$249K Hold
3,017
– – 0.01% 713
2023
Q2 		$256K Buy
+3,017
New +$257K 0.01% 675
2014
Q2 		– Sell
-9,652
Closed -$440K – 220
2014
Q1 		$440K Buy
9,652
+1,864
+24% +$83.2K 0.3% 118
2013
Q4 		$335K Buy
+7,788
New +$324K 0.25% 136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's IXJ Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 2,715 shares — an estimated $252K sold.

Dynamic Advisor Solutions first reported a position in IXJ in Q4 2013 and held it in 7 quarters. The position peaked at $440K in Q1 2014. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,715 iShares Global Healthcare ETF shares in Q3 2024, an estimated $252K.
  • Dynamic Advisor Solutions first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 7 quarters.
  • Dynamic Advisor Solutions's iShares Global Healthcare ETF position peaked at $440K in Q1 2014.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.