PWP
IXJ icon

Personal Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-496
Closed -$41K – 231
2021
Q2 		$41K Buy
+496
New +$40.1K 0.02% 161
2020
Q1 		– Sell
-496
Closed -$34K – 323
2019
Q4 		$34K Hold
496
– – 0.01% 167
2019
Q3 		$30K Hold
496
– – 0.01% 171
2019
Q2 		$31K Buy
+496
New +$29.7K 0.01% 152

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal Wealth Partners's IXJ Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q3 2021, closing a stake of 496 shares — an estimated $41K sold.

Personal Wealth Partners first reported a position in IXJ in Q2 2019 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 217 funds tracked by Wall St. Rank hold IXJ as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 496 iShares Global Healthcare ETF shares in Q3 2021, an estimated $41K.
  • Personal Wealth Partners first reported a position in iShares Global Healthcare ETF in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's iShares Global Healthcare ETF position peaked at $41K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.