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Grove Bank & Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

Grove Bank & Trust’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
2026
Q2 		$20.9K Hold
212
– – ﹤0.01% 557
2026
Q1 		$19.8K Hold
212
– – ﹤0.01% 542
2025
Q4 		$20.6K Hold
212
– – ﹤0.01% 544
2025
Q3 		$18.8K Hold
212
– – ﹤0.01% 538
2025
Q2 		$18.3K Hold
212
– – ﹤0.01% 545
2025
Q1 		$19.3K Hold
212
– – ﹤0.01% 522
2024
Q4 		$18.2K Hold
212
– – ﹤0.01% 480
2024
Q3 		$20.8K Hold
212
– – ﹤0.01% 438
2024
Q2 		$19.7K Hold
212
– – ﹤0.01% 432
2024
Q1 		$19.7K Hold
212
– – ﹤0.01% 447
2023
Q4 		$18.4K Hold
212
– – ﹤0.01% 439
2023
Q3 		$17.5K Hold
212
– – ﹤0.01% 469
2023
Q2 		$18K Hold
212
– – ﹤0.01% 456
2023
Q1 		$17.7K Hold
212
– – ﹤0.01% 469
2022
Q4 		$18K Buy
+212
New +$17.5K ﹤0.01% 467
2017
Q3 		– Sell
-400
Closed -$22K – 617
2017
Q2 		$22K Hold
400
– – 0.01% 364
2017
Q1 		$21K Sell
400
-262
-40% -$13.1K 0.02% 296
2016
Q4 		$31K Hold
662
– – 0.02% 275
2016
Q3 		$33K Hold
662
– – 0.03% 170
2016
Q2 		$33K Hold
662
– – 0.03% 167
2016
Q1 		$32K Hold
662
– – 0.03% 180
2015
Q4 		$34K Buy
+662
New +$34.1K 0.03% 204

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MAM
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VAG
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DI
Decision Investments San Diego, California $110M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return