Liberty Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-114	Closed	-$10K	–	648
2021 Q3	$10K	Hold	114	–	–	﹤0.01%	818
2021 Q2	$10K	Sell	114 -337	-75%	-$27.2K	﹤0.01%	652
2021 Q1	$34K	Hold	451	–	–	0.02%	359
2020 Q4	$34K	Buy	451 +2	+0.4%	+$147	0.02%	356
2020 Q3	$32K	Hold	449	–	–	0.02%	317
2020 Q2	$31K	Buy	449 +3	+0.7%	+$202	0.02%	307
2020 Q1	$27K	Buy	446 +333	+295%	+$22K	0.02%	306
2019 Q4	$8K	Hold	113	–	–	0.01%	587
2019 Q3	$7K	Hold	113	–	–	0.01%	585
2019 Q2	$7K	Hold	113	–	–	0.01%	595
2019 Q1	$6K	Hold	113	–	–	﹤0.01%	512
2018 Q4	$6K	Buy	+113	New	+$6.76K	﹤0.01%	514

Other funds holding IXJ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

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

Liberty Wealth Management's IXJ Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2021, closing a stake of 114 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in IXJ in Q4 2018 and held it in 12 quarters. The position peaked at $34K in Q1 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 114 iShares Global Healthcare ETF shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Global Healthcare ETF position peaked at $34K in Q1 2021.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.