HB Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449K	Sell	4,801 -9	-0.2%	-$881	﹤0.01%	1028
2025 Q4	$469K	Buy	4,810 +2,523	+110%	+$239K	﹤0.01%	931
2025 Q3	$203K	Buy	+2,287	New	+$198K	﹤0.01%	1273
2025 Q2	–	Sell	-2,318	Closed	-$211K	–	1236
2025 Q1	$211K	Sell	2,318 -1,181	-34%	-$107K	﹤0.01%	1119
2024 Q4	$301K	Sell	3,499 -313	-8%	-$28.9K	﹤0.01%	813
2024 Q3	$374K	Hold	3,812	–	–	﹤0.01%	681
2024 Q2	$354K	Sell	3,812 -113	-3%	-$10.3K	﹤0.01%	655
2024 Q1	$366K	Buy	3,925 +313	+9%	+$28.3K	﹤0.01%	591
2023 Q4	$313K	Sell	3,612 -1	-0%	-$83	﹤0.01%	599
2023 Q3	$298K	Hold	3,613	–	–	﹤0.01%	573
2023 Q2	$307K	Hold	3,613	–	–	﹤0.01%	537
2023 Q1	$301K	Sell	3,613 -24	-0.7%	-$1.99K	0.01%	533
2022 Q4	$309K	Buy	3,637 +965	+36%	+$79.6K	0.01%	507
2022 Q3	$201K	Hold	2,672	–	–	﹤0.01%	551
2022 Q2	$217K	Hold	2,672	–	–	﹤0.01%	526
2022 Q1	$234K	Hold	2,672	–	–	﹤0.01%	523
2021 Q4	$241K	Buy	+2,672	New	+$231K	﹤0.01%	441