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Phillips Financial Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Phillips Financial Management’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
Q3 		– Sell
-396
Closed -$36.8K – 279
2024
Q2 		$36.8K Buy
+396
New +$36.1K ﹤0.01% 221

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phillips Financial Management's IXJ Position: Q3 2024 in Review

Phillips Financial Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 396 shares — an estimated $36.8K sold.

Phillips Financial Management first reported a position in IXJ in Q2 2024 and held it in 1 quarter. The position peaked at $36.8K in Q2 2024. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • Phillips Financial Management reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
  • Phillips Financial Management sold 396 iShares Global Healthcare ETF shares in Q3 2024, an estimated $36.8K.
  • Phillips Financial Management first reported a position in iShares Global Healthcare ETF in Q2 2024 and held it in 1 quarter.
  • Phillips Financial Management's iShares Global Healthcare ETF position peaked at $36.8K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Phillips Financial Management's 13F filing for Q3 2024, filed 7 Nov 2024.