Northwestern Mutual Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Buy |
27,830
+6,418
| +30% | +$553K | ﹤0.01% | 895 |
|
2025
Q1 | $1.95M | Buy |
21,412
+558
| +3% | +$50.9K | ﹤0.01% | 915 |
|
2024
Q4 | $1.79M | Buy |
20,854
+56
| +0.3% | +$4.81K | ﹤0.01% | 886 |
|
2024
Q3 | $2.04M | Sell |
20,798
-15,670
| -43% | -$1.54M | ﹤0.01% | 847 |
|
2024
Q2 | $3.39M | Buy |
36,468
+962
| +3% | +$89.3K | ﹤0.01% | 676 |
|
2024
Q1 | $3.31M | Buy |
35,506
+13,896
| +64% | +$1.29M | ﹤0.01% | 666 |
|
2023
Q4 | $1.87M | Sell |
21,610
-2,376
| -10% | -$206K | ﹤0.01% | 787 |
|
2023
Q3 | $1.98M | Buy |
23,986
+16,832
| +235% | +$1.39M | ﹤0.01% | 722 |
|
2023
Q2 | $608K | Buy |
7,154
+1,230
| +21% | +$105K | ﹤0.01% | 1091 |
|
2023
Q1 | $494K | Buy |
5,924
+540
| +10% | +$45K | ﹤0.01% | 1135 |
|
2022
Q4 | $457K | Buy |
5,384
+165
| +3% | +$14K | ﹤0.01% | 1128 |
|
2022
Q3 | $394K | Buy |
5,219
+95
| +2% | +$7.17K | ﹤0.01% | 1148 |
|
2022
Q2 | $416K | Sell |
5,124
-137
| -3% | -$11.1K | ﹤0.01% | 1118 |
|
2022
Q1 | $461K | Buy |
5,261
+813
| +18% | +$71.2K | ﹤0.01% | 1110 |
|
2021
Q4 | $402K | Buy |
4,448
+463
| +12% | +$41.8K | ﹤0.01% | 1164 |
|
2021
Q3 | $333K | Buy |
3,985
+66
| +2% | +$5.52K | ﹤0.01% | 1154 |
|
2021
Q2 | $325K | Sell |
3,919
-8
| -0.2% | -$663 | ﹤0.01% | 1131 |
|
2021
Q1 | $303K | Sell |
3,927
-36
| -0.9% | -$2.78K | ﹤0.01% | 1087 |
|
2020
Q4 | $303K | Buy |
3,963
+699
| +21% | +$53.4K | ﹤0.01% | 999 |
|
2020
Q3 | $234K | Buy |
3,264
+605
| +23% | +$43.4K | ﹤0.01% | 974 |
|
2020
Q2 | $183K | Buy |
2,659
+1,667
| +168% | +$115K | ﹤0.01% | 999 |
|
2020
Q1 | $60K | Sell |
992
-43
| -4% | -$2.6K | ﹤0.01% | 1315 |
|
2019
Q4 | $71K | Sell |
1,035
-850
| -45% | -$58.3K | ﹤0.01% | 1319 |
|
2019
Q3 | $115K | Buy |
1,885
+492
| +35% | +$30K | ﹤0.01% | 1100 |
|
2019
Q2 | $86K | Sell |
1,393
-753
| -35% | -$46.5K | ﹤0.01% | 1191 |
|
2019
Q1 | $131K | Buy |
2,146
+911
| +74% | +$55.6K | ﹤0.01% | 990 |
|
2018
Q4 | $70K | Buy |
1,235
+1,030
| +502% | +$58.4K | ﹤0.01% | 1120 |
|
2018
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 1837 |
|
2018
Q2 | $12K | Buy |
+205
| New | +$12K | ﹤0.01% | 1779 |
|
2017
Q4 | – | Sell |
-266
| Closed | -$15K | – | 2380 |
|
2017
Q3 | $15K | Buy |
+266
| New | +$15K | ﹤0.01% | 1555 |
|
2016
Q1 | – | Sell |
-146
| Closed | -$7K | – | 2207 |
|
2015
Q4 | $7K | Buy |
+146
| New | +$7K | ﹤0.01% | 1242 |
|