Institutional & Family Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Institutional & Family Asset Management’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	$4.64K	Buy	+50	New	+$4.56K	﹤0.01%	508
2023 Q4	–	Sell	-65	Closed	-$5.36K	–	732
2023 Q3	$5.36K	Hold	65	–	–	﹤0.01%	451
2023 Q2	$5.52K	Hold	65	–	–	﹤0.01%	467
2023 Q1	$5.42K	Hold	65	–	–	﹤0.01%	460
2022 Q4	$5.52K	Buy	65 +4	+7%	+$330	﹤0.01%	455
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	477
2022 Q2	$5K	Hold	61	–	–	﹤0.01%	490
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	543
2021 Q4	$6K	Hold	61	–	–	﹤0.01%	527
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	659
2021 Q2	$5K	Sell	61 -128	-68%	-$10.3K	﹤0.01%	708
2021 Q1	$15K	Hold	189	–	–	﹤0.01%	517
2020 Q4	$14K	Hold	189	–	–	﹤0.01%	482
2020 Q3	$14K	Hold	189	–	–	﹤0.01%	445
2020 Q2	$13K	Hold	189	–	–	﹤0.01%	454
2020 Q1	$12K	Hold	189	–	–	﹤0.01%	432
2019 Q4	$13K	Hold	189	–	–	﹤0.01%	480
2019 Q3	$12K	Sell	189 -181	-49%	-$11.1K	﹤0.01%	452
2019 Q2	$23K	Hold	370	–	–	0.01%	407
2019 Q1	$23K	Buy	+370	New	+$22K	﹤0.01%	411

Other funds holding IXJ

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

Institutional & Family Asset Management's IXJ Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2024: 50 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in IXJ as recently as Q3 2023.

Institutional & Family Asset Management first reported a position in IXJ in Q1 2019 and has held it in 20 quarters since. The position peaked at $23K in Q2 2019. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

Institutional & Family Asset Management held 50 shares of iShares Global Healthcare ETF worth $4.64K as of Q2 2024.
iShares Global Healthcare ETF was a new Institutional & Family Asset Management position in Q2 2024.
iShares Global Healthcare ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #508 holding.
Institutional & Family Asset Management first reported a position in iShares Global Healthcare ETF in Q1 2019 and has held it in 20 quarters since.
Institutional & Family Asset Management's iShares Global Healthcare ETF position peaked at $23K in Q2 2019.
275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.