Sequoia Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
11,557
+921
| +9% | +$79.3K | 0.01% | 684 |
|
|
2025
Q1 | $970K | Sell |
10,636
-231
| -2% | -$21.1K | 0.01% | 619 |
|
|
2024
Q4 | $934K | Hold |
10,867
| – | – | 0.01% | 593 |
|
|
2024
Q3 | $1.07M | Buy |
10,867
+401
| +4% | +$39.4K | 0.01% | 523 |
|
|
2024
Q2 | $972K | Hold |
10,466
| – | – | 0.01% | 487 |
|
|
2024
Q1 | $975K | Hold |
10,466
| – | – | 0.01% | 482 |
|
|
2023
Q4 | $908K | Buy |
+10,466
| New | +$908K | 0.01% | 552 |
|