Leavell Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Leavell Investment 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
2020 Q2	–	Sell	-5,260	Closed	-$321K	–	363
2020 Q1	$321K	Hold	5,260	–	–	0.04%	279
2019 Q4	$362K	Hold	5,260	–	–	0.03%	298
2019 Q3	$321K	Hold	5,260	–	–	0.03%	314
2019 Q2	$325K	Hold	5,260	–	–	0.03%	307
2019 Q1	$321K	Hold	5,260	–	–	0.04%	304
2018 Q4	$300K	Hold	5,260	–	–	0.04%	301
2018 Q3	$331K	Hold	5,260	–	–	0.04%	304
2018 Q2	$297K	Hold	5,260	–	–	0.03%	316
2018 Q1	$293K	Buy	+5,260	New	+$303K	0.03%	314

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leavell Investment Management's IXJ Position: Q2 2020 in Review

Leavell Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 5,260 shares — an estimated $321K sold.

Leavell Investment Management first reported a position in IXJ in Q1 2018 and held it in 9 quarters. The position peaked at $362K in Q4 2019. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

Leavell Investment Management reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
Leavell Investment Management sold 5,260 iShares Global Healthcare ETF shares in Q2 2020, an estimated $321K.
Leavell Investment Management first reported a position in iShares Global Healthcare ETF in Q1 2018 and held it in 9 quarters.
Leavell Investment Management's iShares Global Healthcare ETF position peaked at $362K in Q4 2019.
203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Leavell Investment Management's 13F filing for Q2 2020, filed 23 Jul 2020.