O'Dell Group’s iShares Global Healthcare ETF IXJ Stock Holding History

O'Dell 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	-400	Closed	-$34.7K	–	287
2023 Q4	$34.7K	Buy	+400	New	+$33.2K	0.01%	245
2023 Q3	–	Sell	-400	Closed	-$34K	–	274
2023 Q2	$34K	Buy	+400	New	+$34.1K	0.01%	230
2022 Q4	–	Sell	-400	Closed	-$30K	–	242
2022 Q3	$30K	Hold	400	–	–	0.01%	185
2022 Q2	$32K	Hold	400	–	–	0.01%	188
2022 Q1	$35K	Hold	400	–	–	0.01%	211
2021 Q4	$36K	Hold	400	–	–	0.01%	194
2021 Q3	$33K	Buy	+400	New	+$34.6K	0.01%	193

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

O'Dell Group's IXJ Position: Q1 2024 in Review

O'Dell Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 400 shares — an estimated $34.7K sold.

O'Dell Group first reported a position in IXJ in Q3 2021 and held it in 7 quarters. The position peaked at $36K in Q4 2021. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

O'Dell Group reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 400 iShares Global Healthcare ETF shares in Q1 2024, an estimated $34.7K.
O'Dell Group first reported a position in iShares Global Healthcare ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's iShares Global Healthcare ETF position peaked at $36K in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.