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Mayfair Advisory Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Mayfair Advisory Group’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
2023
Q4 		– Sell
-2,881
Closed -$241K – 136
2023
Q3 		$241K Sell
2,881
-775
-21% -$65.7K 0.23% 98
2023
Q2 		$301K Sell
3,656
-235
-6% -$20K 0.3% 79
2023
Q1 		$339K Buy
3,891
+146
+4% +$12.1K 0.37% 68
2022
Q4 		$315K Buy
+3,745
New +$309K 0.4% 72

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mayfair Advisory Group's IXJ Position: Q4 2023 in Review

Mayfair Advisory Group sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 2,881 shares — an estimated $241K sold.

Mayfair Advisory Group first reported a position in IXJ in Q4 2022 and held it in 4 quarters. The position peaked at $339K in Q1 2023. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

  • Mayfair Advisory Group reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Mayfair Advisory Group sold 2,881 iShares Global Healthcare ETF shares in Q4 2023, an estimated $241K.
  • Mayfair Advisory Group first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 4 quarters.
  • Mayfair Advisory Group's iShares Global Healthcare ETF position peaked at $339K in Q1 2023.
  • 261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on Mayfair Advisory Group's 13F filing for Q4 2023, filed 19 Jan 2024.