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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$518K	Sell	5,533 -338	-6%	-$33.1K	﹤0.01%	1524
2025 Q4	$572K	Buy	5,871 +99	+2%	+$9.37K	0.01%	1027
2025 Q3	$512K	Buy	5,772 +1,422	+33%	+$123K	﹤0.01%	1326
2025 Q2	$374K	Sell	4,350 -1,883	-30%	-$162K	﹤0.01%	1435
2025 Q1	$568K	Sell	6,233 -3,261	-34%	-$296K	0.01%	1086
2024 Q4	$816K	Sell	9,494 -7,280	-43%	-$673K	0.01%	910
2024 Q3	$1.65M	Sell	16,774 -1,294	-7%	-$125K	0.02%	596
2024 Q2	$1.68M	Sell	18,068 -4,161	-19%	-$380K	0.02%	571
2024 Q1	$2.07M	Sell	22,229 -129	-0.6%	-$11.7K	0.03%	508
2023 Q4	$1.94M	Sell	22,358 -34,049	-60%	-$2.82M	0.03%	496
2023 Q3	$4.65M	Buy	56,407 +10,431	+23%	+$885K	0.08%	237
2023 Q2	$3.91M	Sell	45,976 -3,937	-8%	-$336K	0.07%	273
2023 Q1	$4.16M	Buy	49,913 +3,239	+7%	+$268K	0.09%	224
2022 Q4	$3.96M	Buy	46,674 +3,125	+7%	+$258K	0.11%	190
2022 Q3	$3.28M	Buy	+43,549	New	+$3.52M	0.1%	188