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Mendota Financial Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Mendota Financial 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
2024
Q1 		– Sell
-114
Closed -$9.89K – 359
2023
Q4 		$9.89K Hold
114
– – 0.01% 274
2023
Q3 		$9.4K Hold
114
– – 0.01% 196
2023
Q2 		$9.69K Hold
114
– – 0.01% 201
2023
Q1 		$9.99K Hold
114
– – 0.01% 230
2022
Q4 		$9.68K Buy
+114
New +$9.4K 0.01% 209

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mendota Financial Group's IXJ Position: Q1 2024 in Review

Mendota Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 114 shares — an estimated $9.89K sold.

Mendota Financial Group first reported a position in IXJ in Q4 2022 and held it in 5 quarters. The position peaked at $9.99K in Q1 2023. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

  • Mendota Financial Group reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 114 iShares Global Healthcare ETF shares in Q1 2024, an estimated $9.89K.
  • Mendota Financial Group first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's iShares Global Healthcare ETF position peaked at $9.99K in Q1 2023.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.