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KM Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

KM Capital Management’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
Q1 		– Sell
-2,672
Closed -$232K – 46
2023
Q4 		$232K Sell
2,672
-13,623
-84% -$1.13M 0.13% 43
2023
Q3 		$1.34M Buy
16,295
+10,082
+162% +$855K 0.92% 23
2023
Q2 		$528K Sell
6,213
-6,289
-50% -$536K 0.38% 29
2023
Q1 		$1.04M Buy
12,502
+4,433
+55% +$367K 0.96% 22
2022
Q4 		$685K Buy
+8,069
New +$665K 0.68% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KM Capital Management's IXJ Position: Q1 2024 in Review

KM Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 2,672 shares — an estimated $232K sold.

KM Capital Management first reported a position in IXJ in Q4 2022 and held it in 5 quarters. The position peaked at $1.34M in Q3 2023. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

  • KM Capital Management reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • KM Capital Management sold 2,672 iShares Global Healthcare ETF shares in Q1 2024, an estimated $232K.
  • KM Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 5 quarters.
  • KM Capital Management's iShares Global Healthcare ETF position peaked at $1.34M in Q3 2023.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on KM Capital Management's 13F filing for Q1 2024, filed 14 May 2024.