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Juncture Wealth Strategies’s iShares Global Healthcare ETF IXJ Stock Holding History

Juncture Wealth Strategies’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
2022
Q2 		– Sell
-2,473
Closed -$217K – 113
2022
Q1 		$217K Sell
2,473
-54
-2% -$4.57K 0.1% 112
2021
Q4 		$228K Sell
2,527
-26
-1% -$2.25K 0.11% 117
2021
Q3 		$214K Buy
2,553
+52
+2% +$4.5K 0.11% 110
2021
Q2 		$217K Sell
2,501
-659
-21% -$53.3K 0.12% 103
2021
Q1 		$243K Sell
3,160
-5,548
-64% -$427K 0.15% 91
2020
Q4 		$666K Sell
8,708
-2,904
-25% -$214K 0.42% 50
2020
Q3 		$834K Sell
11,612
-1,200
-9% -$86K 0.58% 42
2020
Q2 		$881K Sell
12,812
-6,956
-35% -$470K 0.66% 33
2020
Q1 		$1.21M Sell
19,768
-3,111
-14% -$205K 1.11% 22
2019
Q4 		$1.57M Sell
22,879
-4,760
-17% -$309K 1.23% 21
2019
Q3 		$1.69M Sell
27,639
-29,116
-51% -$1.78M 1.49% 20
2019
Q2 		$3.5M Sell
56,755
-34,148
-38% -$2.05M 2.82% 7
2019
Q1 		$5.55M Sell
90,903
-44,714
-33% -$2.66M 4.29% 4
2018
Q4 		$7.68M Buy
+135,617
New +$8.12M 5.18% 4
2016
Q3 		– Sell
-43,524
Closed -$2.2M – 81
2016
Q2 		$2.2M Buy
43,524
+6,530
+18% +$326K 1.57% 22
2016
Q1 		$1.78M Buy
36,994
+7,290
+25% +$348K 1.31% 22
2015
Q4 		$1.52M Buy
29,704
+4,552
+18% +$234K 1.14% 20
2015
Q3 		$1.24M Buy
25,152
+3,040
+14% +$164K 1% 22
2015
Q2 		$1.2M Buy
22,112
+570
+3% +$31.4K 0.98% 24
2015
Q1 		$1.16M Buy
+21,542
New +$1.13M 0.95% 26

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Juncture Wealth Strategies's IXJ Position: Q2 2022 in Review

Juncture Wealth Strategies sold out of iShares Global Healthcare ETF (IXJ) in Q2 2022, closing a stake of 2,473 shares — an estimated $217K sold.

Juncture Wealth Strategies first reported a position in IXJ in Q1 2015 and held it in 20 quarters. The position peaked at $7.68M in Q4 2018. 242 funds tracked by Wall St. Rank hold IXJ as of Q2 2022.

  • Juncture Wealth Strategies reported no remaining iShares Global Healthcare ETF position as of Q2 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,473 iShares Global Healthcare ETF shares in Q2 2022, an estimated $217K.
  • Juncture Wealth Strategies first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 20 quarters.
  • Juncture Wealth Strategies's iShares Global Healthcare ETF position peaked at $7.68M in Q4 2018.
  • 242 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2022.

Based on Juncture Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.