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JFS Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

JFS Wealth 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
2023
Q4 		– Sell
-26
Closed -$2.14K – 2017
2023
Q3 		$2.14K Sell
26
-24
-48% -$2.04K ﹤0.01% 1335
2023
Q2 		$4.25K Buy
50
+35
+233% +$2.98K ﹤0.01% 1075
2023
Q1 		$1.25K Buy
+15
New +$1.24K ﹤0.01% 1517

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

JFS Wealth Advisors's IXJ Position: Q4 2023 in Review

JFS Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 26 shares — an estimated $2.14K sold.

JFS Wealth Advisors first reported a position in IXJ in Q1 2023 and held it in 3 quarters. The position peaked at $4.25K in Q2 2023. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

  • JFS Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 26 iShares Global Healthcare ETF shares in Q4 2023, an estimated $2.14K.
  • JFS Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 3 quarters.
  • JFS Wealth Advisors's iShares Global Healthcare ETF position peaked at $4.25K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.