Jones Financial Companies’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 | $920K | Buy |
10,744
+2,033
| +23% | +$174K | ﹤0.01% | 1034 |
|
2025
Q1 | $791K | Buy |
8,711
+1,310
| +18% | +$119K | ﹤0.01% | 952 |
|
2024
Q4 | $636K | Buy |
7,401
+1,878
| +34% | +$161K | ﹤0.01% | 896 |
|
2024
Q3 | $540K | Buy |
5,523
+1,292
| +31% | +$126K | ﹤0.01% | 795 |
|
2024
Q2 | $393K | Buy |
4,231
+3,831
| +958% | +$356K | ﹤0.01% | 625 |
|
2024
Q1 | $37.3K | Buy |
400
+350
| +700% | +$32.6K | ﹤0.01% | 784 |
|
2023
Q4 | $4.34K | Buy |
+50
| New | +$4.34K | ﹤0.01% | 778 |
|
2022
Q1 | – | Sell |
-1,334
| Closed | -$121K | – | 765 |
|
2021
Q4 | $121K | Buy |
+1,334
| New | +$121K | ﹤0.01% | 293 |
|