RWB
IXJ icon

RMR Wealth Builders’s iShares Global Healthcare ETF IXJ Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-100
Closed -$8K – 431
2021
Q1 		$8K Hold
100
– – ﹤0.01% 617
2020
Q4 		$8K Buy
+100
New +$7.36K ﹤0.01% 423

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

RMR Wealth Builders's IXJ Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

RMR Wealth Builders first reported a position in IXJ in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 100 iShares Global Healthcare ETF shares in Q2 2021, an estimated $8K.
  • RMR Wealth Builders first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares Global Healthcare ETF position peaked at $8K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.