Optimum Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Optimum Investment Advisors’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
2023 Q4	–	Sell	-720	Closed	-$59.3K	–	690
2023 Q3	$59.3K	Hold	720	–	–	0.03%	344
2023 Q2	$61.2K	Hold	720	–	–	0.03%	348
2023 Q1	$60K	Hold	720	–	–	0.03%	349
2022 Q4	$61.1K	Hold	720	–	–	0.03%	349
2022 Q3	$54K	Hold	720	–	–	0.03%	365
2022 Q2	$58K	Hold	720	–	–	0.03%	373
2022 Q1	$63K	Hold	720	–	–	0.03%	393
2021 Q4	$65K	Hold	720	–	–	0.03%	411
2021 Q3	$60K	Hold	720	–	–	0.03%	425
2021 Q2	$60K	Hold	720	–	–	0.02%	464
2021 Q1	$55K	Hold	720	–	–	0.02%	481
2020 Q4	$55K	Hold	720	–	–	0.02%	460
2020 Q3	$52K	Hold	720	–	–	0.02%	438
2020 Q2	$50K	Hold	720	–	–	0.02%	443
2020 Q1	$44K	Sell	720 -152	-17%	-$10K	0.02%	449
2019 Q4	$60K	Hold	872	–	–	0.02%	483
2019 Q3	$53K	Buy	872 +152	+21%	+$9.29K	0.02%	506
2019 Q2	$44K	Hold	720	–	–	0.01%	528
2019 Q1	$44K	Hold	720	–	–	0.01%	533
2018 Q4	$41K	Hold	720	–	–	0.01%	497
2018 Q3	$45K	Hold	720	–	–	0.01%	549
2018 Q2	$41K	Hold	720	–	–	0.01%	567
2018 Q1	$40K	Buy	+720	New	+$41.4K	0.01%	564
2015 Q1	$39K	Hold	720	–	–	0.01%	560
2014 Q4	$36K	Hold	720	–	–	0.01%	579
2014 Q3	$36K	Hold	720	–	–	0.01%	532
2014 Q2	$34K	Buy	+720	New	+$33.1K	0.01%	553

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Optimum Investment Advisors's IXJ Position: Q4 2023 in Review

Optimum Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 720 shares — an estimated $59.3K sold.

Optimum Investment Advisors first reported a position in IXJ in Q2 2014 and held it in 27 quarters. The position peaked at $65K in Q4 2021. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

Optimum Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 720 iShares Global Healthcare ETF shares in Q4 2023, an estimated $59.3K.
Optimum Investment Advisors first reported a position in iShares Global Healthcare ETF in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's iShares Global Healthcare ETF position peaked at $65K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.