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Financial Advocates Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Financial Advocates Investment 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
-11,738
Closed -$1.93M – 787
2024
Q1 		$1.93M Buy
11,738
+6,432
+121% +$582K 0.11% 188
2023
Q4 		$574K Buy
+5,306
New +$440K 0.04% 400
2018
Q1 		– Sell
-1,080
Closed -$61K – 516
2017
Q4 		$61K Buy
+1,080
New +$60.7K 0.01% 477

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Financial Advocates Investment Management's IXJ Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 11,738 shares — an estimated $1.93M sold.

Financial Advocates Investment Management first reported a position in IXJ in Q4 2017 and held it in 3 quarters. The position peaked at $1.93M in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,738 iShares Global Healthcare ETF shares in Q2 2024, an estimated $1.93M.
  • Financial Advocates Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares Global Healthcare ETF position peaked at $1.93M in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.