ShoreHaven Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

ShoreHaven Wealth Partners’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 Q2	–	Sell	-3,701	Closed	-$345K	–	81
2024 Q1	$345K	Sell	3,701 -1,770	-32%	-$160K	0.19%	63
2023 Q4	$474K	Sell	5,471 -6,075	-53%	-$503K	0.29%	55
2023 Q3	$952K	Buy	11,546 +2,458	+27%	+$209K	0.65%	33
2023 Q2	$772K	Sell	9,088 -390	-4%	-$33.3K	0.52%	36
2023 Q1	$790K	Sell	9,478 -438	-4%	-$36.3K	0.55%	37
2022 Q4	$842K	Sell	9,916 -538	-5%	-$44.4K	0.59%	43
2022 Q3	$787K	Buy	+10,454	New	+$846K	0.6%	40

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ShoreHaven Wealth Partners's IXJ Position: Q2 2024 in Review

ShoreHaven Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 3,701 shares — an estimated $345K sold.

ShoreHaven Wealth Partners first reported a position in IXJ in Q3 2022 and held it in 7 quarters. The position peaked at $952K in Q3 2023. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

ShoreHaven Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
ShoreHaven Wealth Partners sold 3,701 iShares Global Healthcare ETF shares in Q2 2024, an estimated $345K.
ShoreHaven Wealth Partners first reported a position in iShares Global Healthcare ETF in Q3 2022 and held it in 7 quarters.
ShoreHaven Wealth Partners's iShares Global Healthcare ETF position peaked at $952K in Q3 2023.
275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.