LM Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
3,748
| – | – | 0.04% | 152 |
|
|
2025
Q1 | $342K | Buy |
3,748
+580
| +18% | +$52.9K | 0.06% | 177 |
|
|
2024
Q4 | $272K | Buy |
+3,168
| New | +$272K | 0.05% | 166 |
|
|
2024
Q3 | – | Sell |
-4,806
| Closed | -$294K | – | 183 |
|
|
2024
Q2 | $294K | Hold |
4,806
| – | – | ﹤0.01% | 156 |
|
|
2024
Q1 | $295K | Sell |
4,806
-3,107
| -39% | -$191K | 0.05% | 180 |
|
|
2023
Q4 | $686K | Buy |
+7,913
| New | +$686K | 0.14% | 99 |
|