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

Next 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
2021
Q4 		$124K Buy
1,372
+8
+0.6% +$691 0.01% 1072
2021
Q3 		$114K Hold
1,364
– – 0.01% 1053
2021
Q2 		$113K Buy
1,364
+9
+0.7% +$728 0.01% 1057
2021
Q1 		$104K Hold
1,355
– – 0.01% 1015
2020
Q4 		$104K Buy
1,355
+18
+1% +$1.32K 0.01% 952
2020
Q3 		$96K Buy
+1,337
New +$95.8K 0.01% 880
2020
Q2 		– Sell
-1,326
Closed -$81K – 1247
2020
Q1 		$81K Hold
1,326
– – 0.01% 823
2019
Q4 		$91K Sell
1,326
-71
-5% -$4.61K 0.01% 976
2019
Q3 		$85K Hold
1,397
– – 0.01% 961
2019
Q2 		$86K Buy
1,397
+1,317
+1,646% +$79K 0.01% 965
2019
Q1 		$5K Sell
80
-1,299
-94% -$77.4K ﹤0.01% 1257
2018
Q4 		$78K Buy
1,379
+799
+138% +$47.8K 0.02% 663
2018
Q3 		$37K Buy
+580
New +$35K 0.02% 607
2017
Q4 		– Sell
-3,000
Closed -$170K – 834
2017
Q3 		$170K Sell
3,000
-232
-7% -$12.8K 0.05% 355
2017
Q2 		$177K Sell
3,232
-474
-13% -$25.2K 0.04% 390
2017
Q1 		$194K Hold
3,706
– – 0.05% 318
2016
Q4 		$176K Sell
3,706
-1,052
-22% -$50.4K 0.03% 510
2016
Q3 		$240K Sell
4,758
-2,288
-32% -$118K 0.04% 410
2016
Q2 		$355K Sell
7,046
-1,094
-13% -$54.6K 0.11% 187
2016
Q1 		$391K Sell
8,140
-1,914
-19% -$91.3K 0.14% 159
2015
Q4 		$515K Sell
10,054
-1,316
-12% -$67.7K 0.19% 124
2015
Q3 		$559K Sell
11,370
-1,550
-12% -$83.6K 0.2% 113
2015
Q2 		$702K Sell
12,920
-1,670
-11% -$91.9K 0.24% 104
2015
Q1 		$786K Sell
14,590
-932
-6% -$48.9K 0.25% 108
2014
Q4 		$773K Sell
15,522
-4,182
-21% -$208K 0.26% 99
2014
Q3 		$963K Buy
+19,704
New +$943K 0.19% 124

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Next Financial Group's IXJ Position: Q4 2021 in Review

Next Financial Group increased its iShares Global Healthcare ETF (IXJ) stake by 0.59% in Q4 2021, buying an estimated $691 and bringing the position to 1,372 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #1072.

Next Financial Group first reported a position in IXJ in Q3 2014 and has held it in 26 quarters since. The position peaked at $963K in Q3 2014. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

  • Next Financial Group held 1,372 shares of iShares Global Healthcare ETF worth $124K as of Q4 2021.
  • Next Financial Group bought 8 iShares Global Healthcare ETF shares in Q4 2021, an estimated $691.
  • iShares Global Healthcare ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1072 holding.
  • Next Financial Group first reported a position in iShares Global Healthcare ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares Global Healthcare ETF position peaked at $963K in Q3 2014.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.