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Insigneo Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Insigneo Advisory Services’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
2024
Q2 		– Sell
-2,236
Closed -$208K – 622
2024
Q1 		$208K Buy
+2,236
New +$202K 0.02% 452
2023
Q3 		– Sell
-3,000
Closed -$255K – 394
2023
Q2 		$255K Buy
+3,000
New +$256K 0.05% 316

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insigneo Advisory Services's IXJ Position: Q2 2024 in Review

Insigneo Advisory Services sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 2,236 shares — an estimated $208K sold.

Insigneo Advisory Services first reported a position in IXJ in Q2 2023 and held it in 2 quarters. The position peaked at $255K in Q2 2023. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Insigneo Advisory Services reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,236 iShares Global Healthcare ETF shares in Q2 2024, an estimated $208K.
  • Insigneo Advisory Services first reported a position in iShares Global Healthcare ETF in Q2 2023 and held it in 2 quarters.
  • Insigneo Advisory Services's iShares Global Healthcare ETF position peaked at $255K in Q2 2023.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.