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Heritage Wealth Management (Arizona)’s iShares Global Healthcare ETF IXJ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$430K Buy
5,068
+2,509
+98% +$207K 0.06% 238
2022
Q3 		$193K Hold
2,559
– – 0.06% 231
2022
Q2 		$208K Sell
2,559
-332
-11% -$27.8K 0.07% 230
2022
Q1 		$253K Buy
+2,891
New +$245K 0.07% 224
2021
Q3 		$266K Sell
3,181
-144
-4% -$12.5K 0.09% 171
2021
Q2 		$276K Buy
+3,325
New +$269K 0.1% 168

Other funds holding IXJ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Heritage Wealth Management (Arizona)'s IXJ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Global Healthcare ETF (IXJ) stake by 98% in Q4 2022, buying an estimated $207K and bringing the position to 5,068 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #238.

Heritage Wealth Management (Arizona) first reported a position in IXJ in Q2 2021 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold IXJ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 5,068 shares of iShares Global Healthcare ETF worth $430K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,509 iShares Global Healthcare ETF shares in Q4 2022, an estimated $207K.
  • iShares Global Healthcare ETF made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #238 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Global Healthcare ETF in Q2 2021 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.