OneDigital Investment Advisors’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 | – | Sell |
-8,422
| Closed | -$768K | – | 1487 |
|
|
2025
Q1 | $768K | Sell |
8,422
-4,576
| -35% | -$417K | 0.01% | 696 |
|
|
2024
Q4 | $1.12M | Sell |
12,998
-6,676
| -34% | -$574K | 0.01% | 594 |
|
|
2024
Q3 | $1.93M | Buy |
19,674
+191
| +1% | +$18.7K | 0.02% | 446 |
|
|
2024
Q2 | $1.81M | Buy |
19,483
+99
| +0.5% | +$9.19K | 0.02% | 447 |
|
|
2024
Q1 | $1.81M | Sell |
19,384
-849
| -4% | -$79.1K | 0.03% | 362 |
|
|
2023
Q4 | $1.75M | Buy |
20,233
+5,874
| +41% | +$509K | 0.03% | 338 |
|
|
2023
Q3 | $1.18M | Buy |
14,359
+11,189
| +353% | +$922K | 0.03% | 384 |
|
|
2023
Q2 | $269K | Buy |
3,170
+589
| +23% | +$50.1K | 0.01% | 865 |
|
|
2023
Q1 | $215K | Buy |
+2,581
| New | +$215K | 0.01% | 891 |
|