EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $384K | Hold |
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|
2024
Q1 | $385K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $294K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $435K | Buy |
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