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Security Financial Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Security Financial Services’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
-6,474
Closed -$534K – 172
2023
Q3 		$534K Buy
6,474
+3,820
+144% +$324K 0.15% 98
2023
Q2 		$226K Buy
+2,654
New +$226K 0.06% 138

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
Bank of New York Mellon
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Security Financial Services's IXJ Position: Q4 2023 in Review

Security Financial Services sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 6,474 shares — an estimated $534K sold.

Security Financial Services first reported a position in IXJ in Q2 2023 and held it in 2 quarters. The position peaked at $534K in Q3 2023. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

  • Security Financial Services reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • Security Financial Services sold 6,474 iShares Global Healthcare ETF shares in Q4 2023, an estimated $534K.
  • Security Financial Services first reported a position in iShares Global Healthcare ETF in Q2 2023 and held it in 2 quarters.
  • Security Financial Services's iShares Global Healthcare ETF position peaked at $534K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on Security Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.