Integrated Wealth Concepts’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Sell
4,350
-1,883
-30% -$162K ﹤0.01% 1435
2025
Q1
$568K Sell
6,233
-3,261
-34% -$297K 0.01% 1086
2024
Q4
$816K Sell
9,494
-7,280
-43% -$626K 0.01% 910
2024
Q3
$1.65M Sell
16,774
-1,294
-7% -$127K 0.02% 596
2024
Q2
$1.68M Sell
18,068
-4,161
-19% -$386K 0.02% 571
2024
Q1
$2.07M Sell
22,229
-129
-0.6% -$12K 0.03% 508
2023
Q4
$1.94M Sell
22,358
-34,049
-60% -$2.95M 0.03% 496
2023
Q3
$4.65M Buy
56,407
+10,431
+23% +$860K 0.08% 237
2023
Q2
$3.91M Sell
45,976
-3,937
-8% -$335K 0.07% 273
2023
Q1
$4.16M Buy
49,913
+3,239
+7% +$270K 0.09% 224
2022
Q4
$3.96M Buy
46,674
+3,125
+7% +$265K 0.11% 190
2022
Q3
$3.28M Buy
+43,549
New +$3.28M 0.1% 188