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

Freedom 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
2023
Q1 		– Sell
-5,879
Closed -$499K – 744
2022
Q4 		$499K Sell
5,879
-492
-8% -$40.6K 0.06% 428
2022
Q3 		$480K Sell
6,371
-617
-9% -$49.9K 0.06% 436
2022
Q2 		$567K Sell
6,988
-266
-4% -$22.2K 0.06% 412
2022
Q1 		$636K Sell
7,254
-2,904
-29% -$246K 0.06% 404
2021
Q4 		$918K Sell
10,158
-512
-5% -$44.3K 0.07% 374
2021
Q3 		$893K Sell
10,670
-449
-4% -$38.8K 0.07% 343
2021
Q2 		$924K Buy
+11,119
New +$899K 0.07% 350
2021
Q1 		– Sell
-12,666
Closed -$968K – 876
2020
Q4 		$968K Sell
12,666
-1,276
-9% -$93.9K 0.11% 190
2020
Q3 		$1M Sell
13,942
-1,966
-12% -$141K 0.11% 175
2020
Q2 		$1.09M Sell
15,908
-1,207
-7% -$81.5K 0.12% 156
2020
Q1 		$1.2M Buy
17,115
+8,234
+93% +$543K 0.11% 179
2019
Q4 		$611K Buy
+8,881
New +$576K 0.05% 304

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Freedom Investment Management's IXJ Position: Q1 2023 in Review

Freedom Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 5,879 shares — an estimated $499K sold.

Freedom Investment Management first reported a position in IXJ in Q4 2019 and held it in 12 quarters. The position peaked at $1.2M in Q1 2020. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

  • Freedom Investment Management reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 5,879 iShares Global Healthcare ETF shares in Q1 2023, an estimated $499K.
  • Freedom Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 12 quarters.
  • Freedom Investment Management's iShares Global Healthcare ETF position peaked at $1.2M in Q1 2020.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.