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Glass Jacobson Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Glass Jacobson Investment Advisors’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
-1,654
Closed -$154K – 772
2024
Q1 		$154K Hold
1,654
– – 0.06% 234
2023
Q4 		$143K Hold
1,654
– – 0.06% 237
2023
Q3 		$136K Hold
1,654
– – 0.06% 230
2023
Q2 		$141K Buy
+1,654
New +$141K 0.06% 221
2022
Q4 		$140K Buy
+1,654
New +$136K 0.07% 229

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

Glass Jacobson Investment Advisors's IXJ Position: Q2 2024 in Review

Glass Jacobson Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 1,654 shares — an estimated $154K sold.

Glass Jacobson Investment Advisors first reported a position in IXJ in Q4 2022 and held it in 5 quarters. The position peaked at $154K in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Glass Jacobson Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,654 iShares Global Healthcare ETF shares in Q2 2024, an estimated $154K.
  • Glass Jacobson Investment Advisors first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's iShares Global Healthcare ETF position peaked at $154K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.