Maryland Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Maryland Capital 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
2022 Q3	$1.21M	Buy	16,032 +23	+0.1%	+$1.86K	0.1%	90
2022 Q2	$1.3M	Buy	+16,009	New	+$1.34M	0.1%	90
2021 Q4	–	Sell	-22,982	Closed	-$1.92M	–	257
2021 Q3	$1.92M	Buy	+22,982	New	+$1.99M	0.12%	91
2020 Q4	–	Sell	-21,083	Closed	-$1.51M	–	228
2020 Q3	$1.51M	Buy	21,083 +128	+0.6%	+$9.18K	0.12%	86
2020 Q2	$1.44M	Buy	20,955 +43	+0.2%	+$2.9K	0.13%	83
2020 Q1	$1.27M	Buy	20,912 +797	+4%	+$52.5K	0.15%	86
2019 Q4	$1.38M	Buy	20,115 +1,318	+7%	+$85.5K	0.15%	86
2019 Q3	$1.15M	Sell	18,797 -396	-2%	-$24.2K	0.13%	92
2019 Q2	$1.18M	Buy	19,193 +711	+4%	+$42.6K	0.14%	91
2019 Q1	$1.13M	Buy	18,482 +1,958	+12%	+$117K	0.14%	87
2018 Q4	$936K	Buy	+16,524	New	+$989K	0.14%	88

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Maryland Capital Management's IXJ Position: Q3 2022 in Review

Maryland Capital Management increased its iShares Global Healthcare ETF (IXJ) stake by 0.14% in Q3 2022, buying an estimated $1.86K and bringing the position to 16,032 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #90.

Maryland Capital Management first reported a position in IXJ in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

Maryland Capital Management held 16,032 shares of iShares Global Healthcare ETF worth $1.21M as of Q3 2022.
Maryland Capital Management bought 23 iShares Global Healthcare ETF shares in Q3 2022, an estimated $1.86K.
iShares Global Healthcare ETF made up 0.1% of Maryland Capital Management's portfolio in Q3 2022, its #90 holding.
Maryland Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2018 and has held it in 11 quarters since.
Maryland Capital Management's iShares Global Healthcare ETF position peaked at $1.92M in Q3 2021.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.