NIWA
New Insight Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
3,484
-3,794
| -52% | -$327K | 0.12% | 88 |
|
|
2025
Q1 | $664K | Sell |
7,278
-2,643
| -27% | -$241K | 0.3% | 47 |
|
|
2024
Q4 | $853K | Sell |
9,921
-1,620
| -14% | -$139K | 0.43% | 39 |
|
|
2024
Q3 | $1.13M | Sell |
11,541
-6,990
| -38% | -$686K | 0.6% | 32 |
|
|
2024
Q2 | $1.72M | Sell |
18,531
-1,968
| -10% | -$183K | 1.01% | 24 |
|
|
2024
Q1 | $1.91M | Buy |
20,499
+358
| +2% | +$33.3K | 1.19% | 23 |
|
|
2023
Q4 | $1.75M | Buy |
+20,141
| New | +$1.75M | 1.18% | 23 |
|