Private Wealth Advisors (Pennsylvania)’s iShares Global Healthcare ETF IXJ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$394K	Hold	5,160	–	–	0.22%	79
2020 Q3	$371K	Hold	5,160	–	–	0.24%	72
2020 Q2	$355K	Hold	5,160	–	–	0.24%	70
2020 Q1	$343K	Hold	5,160	–	–	0.26%	69
2019 Q4	$358K	Hold	5,160	–	–	0.19%	96
2019 Q3	$315K	Hold	5,160	–	–	0.16%	112
2019 Q2	$318K	Hold	5,160	–	–	0.11%	117
2019 Q1	$315K	Hold	5,160	–	–	0.12%	115
2018 Q4	$292K	Sell	5,160 -701	-12%	-$41.9K	0.13%	113
2018 Q3	$369K	Hold	5,861	–	–	0.14%	108
2018 Q2	$331K	Buy	5,861 +1	+0%	+$56	0.13%	107
2018 Q1	$326K	Hold	5,860	–	–	0.13%	108
2017 Q4	$330K	Buy	5,860 +700	+14%	+$39.4K	0.13%	111
2017 Q3	$290K	Hold	5,160	–	–	0.12%	113
2017 Q2	$282K	Hold	5,160	–	–	0.12%	109
2017 Q1	$265K	Hold	5,160	–	–	0.12%	108
2016 Q4	$245K	Sell	5,160 -700	-12%	-$33.6K	0.11%	110
2016 Q3	$295K	Hold	5,860	–	–	0.14%	108
2016 Q2	$296K	Buy	5,860 +700	+14%	+$34.9K	0.15%	105
2016 Q1	$248K	Hold	5,160	–	–	0.13%	107
2015 Q4	$265K	Sell	5,160 -210	-4%	-$10.8K	0.15%	103
2015 Q3	$264K	Hold	5,370	–	–	0.13%	120
2015 Q2	$292K	Hold	5,370	–	–	0.13%	118
2015 Q1	$289K	Sell	5,370 -654	-11%	-$34.3K	0.14%	117
2014 Q4	$300K	Hold	6,024	–	–	0.15%	105
2014 Q3	$294K	Hold	6,024	–	–	0.15%	102
2014 Q2	$284K	Hold	6,024	–	–	0.15%	103
2014 Q1	$274K	Buy	6,024 +164	+3%	+$7.32K	0.15%	104
2013 Q4	$252K	Hold	5,860	–	–	0.14%	105
2013 Q3	$233K	Buy	+5,860	New	+$229K	0.14%	103

Other funds holding IXJ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s IXJ Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its iShares Global Healthcare ETF (IXJ) position steady in Q4 2020 at 5,160 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #79.

Private Wealth Advisors (Pennsylvania) first reported a position in IXJ in Q3 2013 and has held it in 30 quarters since. 210 funds tracked by Wall St. Rank hold IXJ as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 5,160 shares of iShares Global Healthcare ETF worth $394K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) left its iShares Global Healthcare ETF share count unchanged in Q4 2020.
iShares Global Healthcare ETF made up 0.22% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #79 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Global Healthcare ETF in Q3 2013 and has held it in 30 quarters since.
210 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.