Maltin Wealth Management’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
$780K Buy
9,059
+78
+0.9% +$6.72K 0.35% 63
2025
Q1
$819K Hold
8,981
0.38% 59
2024
Q4
$772K Buy
8,981
+64
+0.7% +$5.5K 0.38% 62
2024
Q3
$875K Sell
8,917
-232
-3% -$22.8K 0.43% 60
2024
Q2
$849K Buy
9,149
+29
+0.3% +$2.69K 0.46% 59
2024
Q1
$850K Hold
9,120
0.48% 56
2023
Q4
$791K Buy
9,120
+239
+3% +$20.7K 0.5% 60
2023
Q3
$732K Buy
8,881
+196
+2% +$16.2K 0.51% 61
2023
Q2
$738K Buy
8,685
+64
+0.7% +$5.44K 0.52% 58
2023
Q1
$719K Sell
8,621
-160
-2% -$13.3K 0.52% 58
2022
Q4
$745K Buy
8,781
+179
+2% +$15.2K 0.54% 55
2022
Q3
$648K Sell
8,602
-30
-0.3% -$2.26K 0.51% 64
2022
Q2
$700K Buy
8,632
+37
+0.4% +$3K 0.51% 66
2022
Q1
$753K Sell
8,595
-81
-0.9% -$7.1K 0.5% 63
2021
Q4
$784K Buy
8,676
+139
+2% +$12.6K 0.47% 64
2021
Q3
$715K Hold
8,537
0.44% 57
2021
Q2
$710K Buy
8,537
+54
+0.6% +$4.49K 0.43% 57
2021
Q1
$654K Hold
8,483
0.42% 59
2020
Q4
$648K Buy
8,483
+50
+0.6% +$3.82K 0.45% 55
2020
Q3
$606K Sell
8,433
-489
-5% -$35.1K 0.43% 53
2020
Q2
$614K Sell
8,922
-31
-0.3% -$2.13K 0.46% 47
2020
Q1
$546K Sell
8,953
-162
-2% -$9.88K 0.46% 48
2019
Q4
$627K Buy
+9,115
New +$627K 0.41% 40