HCR Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-353	Closed	-$27K	–	222
2020 Q4	$27K	Hold	353	–	–	0.01%	224
2020 Q3	$25K	Hold	353	–	–	0.01%	201
2020 Q2	$24K	Hold	353	–	–	0.01%	202
2020 Q1	$22K	Sell	353 -30	-8%	-$1.98K	0.01%	192
2019 Q4	$26K	Buy	+383	New	+$24.8K	0.01%	191

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HCR Wealth Advisors's IXJ Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 353 shares — an estimated $27K sold.

HCR Wealth Advisors first reported a position in IXJ in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 353 iShares Global Healthcare ETF shares in Q1 2021, an estimated $27K.
HCR Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's iShares Global Healthcare ETF position peaked at $27K in Q4 2020.
205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.