IPG Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

IPG Investment Advisors’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
2021 Q2	–	Sell	-35,750	Closed	-$2.75M	–	185
2021 Q1	$2.75M	Buy	35,750 +360	+1%	+$27.7K	0.54%	38
2020 Q4	$2.71M	Hold	35,390	–	–	0.63%	34
2020 Q3	$2.54M	Hold	35,390	–	–	0.73%	33
2020 Q2	$2.43M	Hold	35,390	–	–	0.82%	30
2020 Q1	$2.16M	Sell	35,390 -580	-2%	-$38.2K	0.91%	29
2019 Q4	$2.47M	Sell	35,970 -150	-0.4%	-$9.73K	0.78%	32
2019 Q3	$2.21M	Hold	36,120	–	–	0.77%	31
2019 Q2	$2.23M	Hold	36,120	–	–	0.81%	29
2019 Q1	$2.21M	Hold	36,120	–	–	0.75%	29
2018 Q4	$2.05M	Sell	36,120 -1,200	-3%	-$71.8K	0.78%	28
2018 Q3	$2.35M	Buy	37,320 +270	+0.7%	+$16.3K	0.76%	27
2018 Q2	$2.09M	Sell	37,050 -270	-0.7%	-$15.2K	0.73%	26
2018 Q1	$2.08M	Sell	37,320 -200	-0.5%	-$11.5K	0.68%	26
2017 Q4	$2.11M	Buy	+37,520	New	+$2.11M	0.88%	24
2015 Q1	–	Sell	-4,340	Closed	-$216K	–	138
2014 Q4	$216K	Sell	4,340 -600	-12%	-$29.8K	0.08%	107
2014 Q3	$241K	Buy	+4,940	New	+$236K	0.09%	81

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IPG Investment Advisors's IXJ Position: Q2 2021 in Review

IPG Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 35,750 shares — an estimated $2.75M sold.

IPG Investment Advisors first reported a position in IXJ in Q3 2014 and held it in 16 quarters. The position peaked at $2.75M in Q1 2021. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

IPG Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
IPG Investment Advisors sold 35,750 iShares Global Healthcare ETF shares in Q2 2021, an estimated $2.75M.
IPG Investment Advisors first reported a position in iShares Global Healthcare ETF in Q3 2014 and held it in 16 quarters.
IPG Investment Advisors's iShares Global Healthcare ETF position peaked at $2.75M in Q1 2021.
212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on IPG Investment Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.