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Financial Architects (New Jersey)’s iShares Global Healthcare ETF IXJ Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$2.33M Buy
27,472
+31
+0.1% +$2.64K 0.35% 60
2023
Q1 		$2.29M Sell
27,441
-1,135
-4% -$94K 0.37% 63
2022
Q4 		$2.43M Buy
28,576
+21
+0.1% +$1.73K 0.4% 61
2022
Q3 		$2.15M Buy
+28,555
New +$2.31M 0.38% 60
2022
Q2 		– Sell
-27,882
Closed -$2.44M – 145
2022
Q1 		$2.44M Sell
27,882
-2,182
-7% -$185K 0.35% 69
2021
Q4 		$2.72M Buy
30,064
+369
+1% +$31.9K 0.37% 67
2021
Q3 		$2.49M Hold
29,695
– – 0.36% 69
2021
Q2 		$2.47M Buy
29,695
+188
+0.6% +$15.2K 0.36% 70
2021
Q1 		$2.27M Sell
29,507
-407
-1% -$31.3K 0.36% 67
2020
Q4 		$2.29M Buy
29,914
+17
+0.1% +$1.25K 0.42% 54
2020
Q3 		$2.15M Hold
29,897
– – 0.47% 46
2020
Q2 		$2.06M Buy
29,897
+372
+1% +$25.1K 0.47% 49
2020
Q1 		$1.8M Sell
29,525
-369
-1% -$24.3K 0.49% 47
2019
Q4 		$2.06M Buy
29,894
+748
+3% +$48.5K 0.44% 53
2019
Q3 		$1.78M Sell
29,146
-295
-1% -$18K 0.42% 54
2019
Q2 		$1.82M Buy
29,441
+295
+1% +$17.7K 0.34% 60
2019
Q1 		$1.78M Buy
29,146
+1,648
+6% +$98.2K 0.3% 65
2018
Q4 		$1.56M Buy
27,498
+784
+3% +$46.9K 0.3% 63
2018
Q3 		$1.68M Hold
26,714
– – 0.27% 65
2018
Q2 		$1.51M Buy
26,714
+426
+2% +$24K 0.27% 68
2018
Q1 		$1.46M Buy
26,288
+320
+1% +$18.4K 0.29% 63
2017
Q4 		$1.46M Sell
25,968
-992
-4% -$55.8K 0.24% 75
2017
Q3 		$1.52M Buy
26,960
+794
+3% +$43.7K 0.27% 71
2017
Q2 		$1.43M Sell
26,166
-400
-2% -$21.3K 0.26% 71
2017
Q1 		$1.36M Sell
26,566
-550
-2% -$27.5K 0.24% 79
2016
Q4 		$1.29M Sell
27,116
-3,250
-11% -$156K 0.3% 71
2016
Q3 		$1.53M Sell
30,366
-800
-3% -$41.1K 0.41% 54
2016
Q2 		$1.57M Sell
31,166
-1,000
-3% -$49.9K 0.44% 52
2016
Q1 		$1.55M Sell
32,166
-600
-2% -$28.6K 0.55% 44
2015
Q4 		$1.68M Sell
32,766
-344
-1% -$17.7K 0.67% 37
2015
Q3 		$1.63M Sell
33,110
-410
-1% -$22.1K 0.69% 32
2015
Q2 		$1.82M Buy
33,520
+400
+1% +$22K 0.65% 29
2015
Q1 		$1.78M Buy
33,120
+3,600
+12% +$189K 0.69% 29
2014
Q4 		$1.47M Buy
29,520
+5,700
+24% +$283K 0.64% 30
2014
Q3 		$1.16M Hold
23,820
– – 0.57% 37
2014
Q2 		$1.12M Hold
23,820
– – 0.54% 42
2014
Q1 		$1.08M Hold
23,820
– – 0.65% 36
2013
Q4 		$1.02M Buy
23,820
+1,170
+5% +$48.6K 0.6% 44
2013
Q3 		$904K Buy
22,650
+600
+3% +$23.5K 0.58% 37
2013
Q2 		$820K Buy
+22,050
New +$841K 0.6% 36

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Architects (New Jersey)'s IXJ Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares Global Healthcare ETF (IXJ) stake by 0.11% in Q2 2023, buying an estimated $2.64K and bringing the position to 27,472 shares worth $2.33M. The position accounts for 0.35% of the portfolio, ranked #60.

Financial Architects (New Jersey) first reported a position in IXJ in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.72M in Q4 2021. 271 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

  • Financial Architects (New Jersey) held 27,472 shares of iShares Global Healthcare ETF worth $2.33M as of Q2 2023.
  • Financial Architects (New Jersey) bought 31 iShares Global Healthcare ETF shares in Q2 2023, an estimated $2.64K.
  • iShares Global Healthcare ETF made up 0.35% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #60 holding.
  • Financial Architects (New Jersey) first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s iShares Global Healthcare ETF position peaked at $2.72M in Q4 2021.
  • 271 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.