Glassman Wealth Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Glassman Wealth Services’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 Q3	–	Sell	-29	Closed	-$2.69K	–	188
2024 Q2	$2.69K	Buy	+29	New	+$2.65K	﹤0.01%	169
2022 Q1	–	Sell	-130	Closed	-$12K	–	1789
2021 Q4	$12K	Buy	+130	New	+$11.2K	﹤0.01%	730
2017 Q1	–	Sell	-2,840	Closed	-$135K	–	636
2016 Q4	$135K	Hold	2,840	–	–	0.1%	116
2016 Q3	$143K	Hold	2,840	–	–	0.12%	84
2016 Q2	$143K	Hold	2,840	–	–	0.12%	77
2016 Q1	$137K	Sell	2,840 -744	-21%	-$35.5K	0.12%	89
2015 Q4	$184K	Hold	3,584	–	–	0.17%	70
2015 Q3	$177K	Hold	3,584	–	–	0.16%	77
2015 Q2	$195K	Hold	3,584	–	–	0.16%	70
2015 Q1	$193K	Hold	3,584	–	–	0.16%	69
2014 Q4	$178K	Buy	+3,584	New	+$178K	0.13%	83

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Glassman Wealth Services's IXJ Position: Q3 2024 in Review

Glassman Wealth Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 29 shares — an estimated $2.69K sold.

Glassman Wealth Services first reported a position in IXJ in Q4 2014 and held it in 11 quarters. The position peaked at $195K in Q2 2015. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

Glassman Wealth Services reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Glassman Wealth Services sold 29 iShares Global Healthcare ETF shares in Q3 2024, an estimated $2.69K.
Glassman Wealth Services first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 11 quarters.
Glassman Wealth Services's iShares Global Healthcare ETF position peaked at $195K in Q2 2015.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Glassman Wealth Services's 13F filing for Q3 2024, filed 12 Nov 2024.