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Greenwood Capital Associates’s iShares Global Healthcare ETF IXJ Stock Holding History

Greenwood Capital Associates’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
Q4 		– Sell
-4,325
Closed -$425K – 252
2024
Q3 		$425K Sell
4,325
-78
-2% -$7.56K 0.06% 195
2024
Q2 		$409K Sell
4,403
-48,209
-92% -$4.4M 0.05% 197
2024
Q1 		$4.9M Buy
52,612
+521
+1% +$47.1K 0.65% 54
2023
Q4 		$4.52M Buy
52,091
+21,251
+69% +$1.76M 0.59% 61
2023
Q3 		$2.54M Buy
30,840
+26,210
+566% +$2.22M 0.37% 81
2023
Q2 		$394K Sell
4,630
-34
-0.7% -$2.9K 0.06% 200
2023
Q1 		$389K Sell
4,664
-44,150
-90% -$3.66M 0.06% 201
2022
Q4 		$4.14M Buy
48,814
+12,263
+34% +$1.01M 0.68% 51
2022
Q3 		$2.75M Sell
36,551
-17,423
-32% -$1.41M 0.47% 58
2022
Q2 		$4.38M Buy
53,974
+53,902
+74,864% +$4.51M 0.7% 49
2022
Q1 		$6K Sell
72
-37,464
-100% -$3.17M ﹤0.01% 205
2021
Q4 		$3.39M Sell
37,536
-18,641
-33% -$1.61M 0.48% 57
2021
Q3 		$4.7M Buy
+56,177
New +$4.86M 0.72% 50
2020
Q2 		– Sell
-20,340
Closed -$1.24M – 192
2020
Q1 		$1.24M Sell
20,340
-13,580
-40% -$895K 0.36% 59
2019
Q4 		$2.33M Buy
+33,920
New +$2.2M 0.49% 60

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Greenwood Capital Associates's IXJ Position: Q4 2024 in Review

Greenwood Capital Associates sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 4,325 shares — an estimated $425K sold.

Greenwood Capital Associates first reported a position in IXJ in Q4 2019 and held it in 15 quarters. The position peaked at $4.9M in Q1 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Greenwood Capital Associates reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Greenwood Capital Associates sold 4,325 iShares Global Healthcare ETF shares in Q4 2024, an estimated $425K.
  • Greenwood Capital Associates first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 15 quarters.
  • Greenwood Capital Associates's iShares Global Healthcare ETF position peaked at $4.9M in Q1 2024.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on Greenwood Capital Associates's 13F filing for Q4 2024, filed 27 Jan 2025.