Marotta Asset 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 | $1.79M | Sell |
20,771
-2,545
| -11% | -$219K | 0.36% | 48 |
|
|
2025
Q1 | $2.29M | Buy |
23,316
+746
| +3% | +$73.2K | 0.45% | 42 |
|
|
2024
Q4 | $1.94M | Sell |
22,570
-746
| -3% | -$64.2K | 0.41% | 46 |
|
|
2024
Q3 | $2.29M | Sell |
23,316
-783
| -3% | -$76.9K | 0.45% | 42 |
|
|
2024
Q2 | $2.23M | Sell |
24,099
-498
| -2% | -$46.1K | 0.46% | 43 |
|
|
2024
Q1 | $2.29M | Sell |
24,597
-82
| -0.3% | -$7.64K | 0.47% | 39 |
|
|
2023
Q4 | $2.14M | Hold |
24,679
| – | – | 0.46% | 40 |
|
|
2023
Q3 | $2.03M | Hold |
24,679
| – | – | 0.47% | 38 |
|
|
2023
Q2 | $2.1M | Buy |
+24,679
| New | +$2.1M | 0.47% | 37 |
|
|
2022
Q4 | $2.11M | Sell |
24,914
-380
| -2% | -$32.3K | 0.51% | 38 |
|
|
2022
Q3 | $1.91M | Sell |
25,294
-862
| -3% | -$65K | 0.5% | 39 |
|
|
2022
Q2 | $2.14M | Sell |
26,156
-389
| -1% | -$31.9K | 0.53% | 38 |
|
|
2022
Q1 | $2.33M | Sell |
26,545
-102
| -0.4% | -$8.94K | 0.54% | 35 |
|
|
2021
Q4 | $2.41M | Sell |
26,647
-220
| -0.8% | -$19.9K | 0.55% | 35 |
|
|
2021
Q3 | $2.25M | Sell |
26,867
-419
| -2% | -$35.1K | 0.54% | 35 |
|
|
2021
Q2 | $2.28M | Sell |
27,286
-153
| -0.6% | -$12.8K | 0.55% | 35 |
|
|
2021
Q1 | $2.12M | Sell |
27,439
-27
| -0.1% | -$2.08K | 0.54% | 34 |
|
|
2020
Q4 | $2.1M | Sell |
27,466
-567
| -2% | -$43.3K | 0.55% | 36 |
|
|
2020
Q3 | $2.01M | Sell |
28,033
-604
| -2% | -$43.4K | 0.61% | 37 |
|
|
2020
Q2 | $1.97M | Sell |
28,637
-899
| -3% | -$61.8K | 0.63% | 36 |
|
|
2020
Q1 | $1.73M | Sell |
29,536
-546
| -2% | -$32.1K | 0.67% | 36 |
|
|
2019
Q4 | $2.05M | Buy |
+30,082
| New | +$2.05M | 0.63% | 37 |
|