Lido Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$278K	Buy	2,974 +79	+3%	+$7.74K	﹤0.01%	1605
2025 Q4	$257K	Buy	2,895 +10	+0.3%	+$946	﹤0.01%	1649
2025 Q3	$256K	Buy	2,885 +269	+10%	+$23.3K	﹤0.01%	1569
2025 Q2	$225K	Sell	2,616 -83	-3%	-$7.14K	﹤0.01%	1476
2025 Q1	$246K	Sell	2,699 -1,305	-33%	-$119K	﹤0.01%	1294
2024 Q4	$344K	Buy	4,004 +4	+0.1%	+$370	﹤0.01%	1152
2024 Q3	$393K	Sell	4,000 -256	-6%	-$24.8K	﹤0.01%	1041
2024 Q2	$395K	Buy	4,256 +950	+29%	+$86.7K	﹤0.01%	1009
2024 Q1	$308K	Buy	+3,306	New	+$299K	﹤0.01%	1088
2023 Q2	–	Sell	-3,680	Closed	-$307K	–	1261
2023 Q1	$307K	Buy	3,680 +186	+5%	+$15.4K	﹤0.01%	866
2022 Q4	$297K	Sell	3,494 -379	-10%	-$31.3K	0.01%	792
2022 Q3	$291K	Sell	3,873 -1,193	-24%	-$96.5K	0.01%	761
2022 Q2	$411K	Sell	5,066 -3,195	-39%	-$267K	0.01%	603
2022 Q1	$723K	Buy	8,261 +2,000	+32%	+$169K	0.01%	479
2021 Q4	$565K	Sell	6,261 -289	-4%	-$25K	0.01%	573
2021 Q3	$548K	Buy	6,550 +478	+8%	+$41.3K	0.01%	558
2021 Q2	$505K	Hold	6,072	–	–	0.01%	543
2021 Q1	$468K	Buy	6,072 +393	+7%	+$30.2K	0.01%	518
2020 Q4	$434K	Buy	+5,679	New	+$418K	0.01%	515