Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-4,570
Closed -$349K – 443
2021
Q4 		$349K Buy
4,570
+1,800
+65% +$156K 0.01% 360
2021
Q3 		$232K Sell
2,770
-155
-5% -$13.4K ﹤0.01% 404
2021
Q2 		$243K Sell
2,925
-455
-13% -$36.8K ﹤0.01% 397
2021
Q1 		$260K Sell
3,380
-1,190
-26% -$91.6K 0.01% 378
2020
Q4 		$349K Sell
4,570
-50
-1% -$3.68K 0.01% 360
2020
Q3 		$332K Sell
4,620
-262
-5% -$18.8K 0.01% 350
2020
Q2 		$336K Sell
4,882
-910
-16% -$61.4K 0.01% 328
2020
Q1 		$353K Sell
5,792
-243
-4% -$16K 0.01% 315
2019
Q4 		$415K Sell
6,035
-160
-3% -$10.4K 0.01% 329
2019
Q3 		$378K Sell
6,195
-590
-9% -$36.1K 0.01% 330
2019
Q2 		$419K Sell
6,785
-175
-3% -$10.5K 0.01% 314
2019
Q1 		$425K Buy
+6,960
New +$415K 0.01% 319

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's IXJ Position: Q1 2022 in Review

Kovitz Investment Group Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2022, closing a stake of 4,570 shares — an estimated $349K sold.

Kovitz Investment Group Partners first reported a position in IXJ in Q1 2019 and held it in 12 quarters. The position peaked at $425K in Q1 2019. 233 funds tracked by Wall St. Rank hold IXJ as of Q1 2022.

  • Kovitz Investment Group Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,570 iShares Global Healthcare ETF shares in Q1 2022, an estimated $349K.
  • Kovitz Investment Group Partners first reported a position in iShares Global Healthcare ETF in Q1 2019 and held it in 12 quarters.
  • Kovitz Investment Group Partners's iShares Global Healthcare ETF position peaked at $425K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2022, filed 22 Apr 2022.