High Net Worth Advisory Group’s iShares Global Healthcare ETF IXJ Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-150	Closed	-$12.7K	–	388
2022 Q4	$12.7K	Hold	150	–	–	﹤0.01%	481
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	524
2022 Q2	$12K	Hold	150	–	–	0.01%	508
2022 Q1	$13K	Hold	150	–	–	﹤0.01%	499
2021 Q4	$14K	Buy	+150	New	+$13K	﹤0.01%	509

Other funds holding IXJ

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

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

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

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

RBA

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

High Net Worth Advisory Group's IXJ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 150 shares — an estimated $12.7K sold.

High Net Worth Advisory Group first reported a position in IXJ in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

High Net Worth Advisory Group reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 150 iShares Global Healthcare ETF shares in Q1 2023, an estimated $12.7K.
High Net Worth Advisory Group first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's iShares Global Healthcare ETF position peaked at $14K in Q4 2021.
258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.