HB Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,318
| Closed | -$211K | – | 1214 |
|
|
2025
Q1 | $211K | Sell |
2,318
-1,181
| -34% | -$108K | ﹤0.01% | 1097 |
|
|
2024
Q4 | $301K | Sell |
3,499
-313
| -8% | -$26.9K | ﹤0.01% | 802 |
|
|
2024
Q3 | $374K | Hold |
3,812
| – | – | ﹤0.01% | 676 |
|
|
2024
Q2 | $354K | Sell |
3,812
-113
| -3% | -$10.5K | ﹤0.01% | 648 |
|
|
2024
Q1 | $366K | Buy |
3,925
+313
| +9% | +$29.2K | ﹤0.01% | 588 |
|
|
2023
Q4 | $313K | Sell |
3,612
-1
| -0% | -$87 | ﹤0.01% | 598 |
|
|
2023
Q3 | $298K | Hold |
3,613
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $307K | Hold |
3,613
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $301K | Sell |
3,613
-24
| -0.7% | -$2K | 0.01% | 533 |
|
|
2022
Q4 | $309K | Buy |
3,637
+965
| +36% | +$81.9K | 0.01% | 506 |
|
|
2022
Q3 | $201K | Hold |
2,672
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $217K | Hold |
2,672
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $234K | Hold |
2,672
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $241K | Buy |
+2,672
| New | +$241K | ﹤0.01% | 439 |
|