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Kelly Financial Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-10
Closed -$928 – 437
2024
Q2 		$928 Sell
10
-106
-91% -$9.67K ﹤0.01% 659
2024
Q1 		$10.8K Sell
116
-66
-36% -$5.97K ﹤0.01% 423
2023
Q4 		$15.8K Sell
182
-2,673
-94% -$222K 0.01% 342
2023
Q3 		$235K Buy
2,855
+27
+1% +$2.29K 0.11% 83
2023
Q2 		$240K Sell
2,828
-120
-4% -$10.2K 0.11% 81
2023
Q1 		$246K Buy
2,948
+422
+17% +$35K 0.12% 75
2022
Q4 		$214K Sell
2,526
-243
-9% -$20K 0.11% 83
2022
Q3 		$209K Buy
+2,769
New +$224K 0.12% 76

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Kelly Financial Services's IXJ Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 10 shares — an estimated $928 sold.

Kelly Financial Services first reported a position in IXJ in Q3 2022 and held it in 8 quarters. The position peaked at $246K in Q1 2023. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 10 iShares Global Healthcare ETF shares in Q3 2024, an estimated $928.
  • Kelly Financial Services first reported a position in iShares Global Healthcare ETF in Q3 2022 and held it in 8 quarters.
  • Kelly Financial Services's iShares Global Healthcare ETF position peaked at $246K in Q1 2023.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.