GLLW
IXJ icon

Graves Light Lenhart Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-170
Closed -$14K – 367
2022
Q2 		$14K Hold
170
– – ﹤0.01% 451
2022
Q1 		$15K Hold
170
– – ﹤0.01% 498
2021
Q4 		$15K Hold
170
– – ﹤0.01% 560
2021
Q3 		$14K Hold
170
– – ﹤0.01% 534
2021
Q2 		$14K Hold
170
– – ﹤0.01% 533
2021
Q1 		$13K Hold
170
– – ﹤0.01% 544
2020
Q4 		$13K Buy
+170
New +$12.5K ﹤0.01% 533

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Graves Light Lenhart Wealth's IXJ Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q3 2022, closing a stake of 170 shares — an estimated $14K sold.

Graves Light Lenhart Wealth first reported a position in IXJ in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q1 2022. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining iShares Global Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 170 iShares Global Healthcare ETF shares in Q3 2022, an estimated $14K.
  • Graves Light Lenhart Wealth first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's iShares Global Healthcare ETF position peaked at $15K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.