Montag & Associates’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.3K	Hold	89	–	–	﹤0.01%	766
2025 Q4	$8.64K	Hold	89	–	–	﹤0.01%	778
2025 Q3	$7.86K	Hold	89	–	–	﹤0.01%	783
2025 Q2	$7.64K	Hold	89	–	–	﹤0.01%	772
2025 Q1	$8.09K	Hold	89	–	–	﹤0.01%	808
2024 Q4	$7.63K	Hold	89	–	–	﹤0.01%	807
2024 Q3	$8.71K	Hold	89	–	–	﹤0.01%	821
2024 Q2	$8.24K	Hold	89	–	–	﹤0.01%	787
2024 Q1	$8.26K	Hold	89	–	–	﹤0.01%	777
2023 Q4	$7.69K	Hold	89	–	–	﹤0.01%	791
2023 Q3	$7.31K	Hold	89	–	–	﹤0.01%	776
2023 Q2	$7.54K	Hold	89	–	–	﹤0.01%	784
2023 Q1	$7.39K	Hold	89	–	–	﹤0.01%	777
2022 Q4	$7.53K	Hold	89	–	–	﹤0.01%	771
2022 Q3	$7K	Hold	89	–	–	﹤0.01%	761
2022 Q2	$7K	Hold	89	–	–	﹤0.01%	723
2022 Q1	$8K	Hold	89	–	–	﹤0.01%	739
2021 Q4	$8K	Hold	89	–	–	﹤0.01%	745
2021 Q3	$7K	Hold	89	–	–	﹤0.01%	749
2021 Q2	$7K	Hold	89	–	–	﹤0.01%	753
2021 Q1	$7K	Hold	89	–	–	﹤0.01%	751
2020 Q4	$7K	Buy	+89	New	+$6.55K	﹤0.01%	727