KOC
IXJ icon

Koss-Olinger Consulting’s iShares Global Healthcare ETF IXJ Stock Holding History

Koss-Olinger Consulting’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
Q3 		– Sell
-19,450
Closed -$1.58M – 230
2022
Q2 		$1.58M Buy
+19,450
New +$1.63M 0.29% 28

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
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Koss-Olinger Consulting's IXJ Position: Q3 2022 in Review

Koss-Olinger Consulting sold out of iShares Global Healthcare ETF (IXJ) in Q3 2022, closing a stake of 19,450 shares — an estimated $1.58M sold.

Koss-Olinger Consulting first reported a position in IXJ in Q2 2022 and held it in 1 quarter. The position peaked at $1.58M in Q2 2022. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

  • Koss-Olinger Consulting reported no remaining iShares Global Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 19,450 iShares Global Healthcare ETF shares in Q3 2022, an estimated $1.58M.
  • Koss-Olinger Consulting first reported a position in iShares Global Healthcare ETF in Q2 2022 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares Global Healthcare ETF position peaked at $1.58M in Q2 2022.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on Koss-Olinger Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.