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