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Lee Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Lee Financial’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
-24
Closed -$2.08K – 504
2023
Q4 		$2.08K Hold
24
– – ﹤0.01% 744
2023
Q3 		$1.98K Buy
+24
New +$2.04K ﹤0.01% 685

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

Lee Financial's IXJ Position: Q1 2024 in Review

Lee Financial sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 24 shares — an estimated $2.08K sold.

Lee Financial first reported a position in IXJ in Q3 2023 and held it in 2 quarters. The position peaked at $2.08K in Q4 2023. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

  • Lee Financial reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 24 iShares Global Healthcare ETF shares in Q1 2024, an estimated $2.08K.
  • Lee Financial first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's iShares Global Healthcare ETF position peaked at $2.08K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.