EWM
IXJ icon

EPG Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-100
Closed -$9.13K – 399
2024
Q1 		$9.31K Hold
100
– – ﹤0.01% 391
2023
Q4 		$8.93K Hold
100
– – ﹤0.01% 379
2023
Q3 		$8.24K Hold
100
– – ﹤0.01% 376
2023
Q2 		$8.5K Hold
100
– – ﹤0.01% 365
2023
Q1 		$8.34K Hold
100
– – ﹤0.01% 373
2022
Q4 		$8.49K Hold
100
– – ﹤0.01% 339
2022
Q3 		$8K Buy
+100
New +$8.09K ﹤0.01% 343
2022
Q2 		– Sell
-100
Closed -$9K – 313
2022
Q1 		$9K Hold
100
– – ﹤0.01% 358
2021
Q4 		$9K Buy
+100
New +$8.64K ﹤0.01% 363

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
Jane Street
Jane Street New York $777B AUM 61.18% 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

EPG Wealth Management's IXJ Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 100 shares — an estimated $9.13K sold.

EPG Wealth Management first reported a position in IXJ in Q4 2021 and held it in 9 quarters. The position peaked at $9.31K in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • EPG Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 100 iShares Global Healthcare ETF shares in Q2 2024, an estimated $9.13K.
  • EPG Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 9 quarters.
  • EPG Wealth Management's iShares Global Healthcare ETF position peaked at $9.31K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.