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Sigma Planning Corp’s iShares Global Healthcare ETF IXJ Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-6,107
Closed -$518K – 1333
2022
Q4 		$518K Sell
6,107
-128
-2% -$10.6K 0.02% 749
2022
Q3 		$470K Buy
6,235
+70
+1% +$5.66K 0.02% 754
2022
Q2 		$500K Buy
6,165
+142
+2% +$11.9K 0.02% 749
2022
Q1 		$528K Buy
6,023
+307
+5% +$26K 0.02% 823
2021
Q4 		$516K Buy
5,716
+630
+12% +$54.5K 0.01% 842
2021
Q3 		$426K Buy
5,086
+504
+11% +$43.6K 0.01% 888
2021
Q2 		$381K Sell
4,582
-1,765
-28% -$143K 0.01% 959
2021
Q1 		$489K Buy
6,347
+2,389
+60% +$184K 0.02% 776
2020
Q4 		$303K Sell
3,958
-380
-9% -$28K 0.01% 897
2020
Q3 		$312K Buy
4,338
+128
+3% +$9.18K 0.01% 785
2020
Q2 		$290K Buy
4,210
+200
+5% +$13.5K 0.01% 789
2020
Q1 		$244K Sell
4,010
-366
-8% -$24.1K 0.01% 719
2019
Q4 		$301K Buy
4,376
+295
+7% +$19.1K 0.01% 799
2019
Q3 		$249K Hold
4,081
– – 0.01% 844
2019
Q2 		$252K Buy
4,081
+356
+10% +$21.3K 0.01% 813
2019
Q1 		$228K Buy
3,725
+20
+0.5% +$1.19K 0.01% 793
2018
Q4 		$210K Sell
3,705
-141
-4% -$8.44K 0.02% 743
2018
Q3 		$242K Hold
3,846
– – 0.01% 806
2018
Q2 		$217K Buy
3,846
+32
+0.8% +$1.81K 0.01% 797
2018
Q1 		$212K Buy
3,814
+20
+0.5% +$1.15K 0.02% 754
2017
Q4 		$214K Buy
3,794
+118
+3% +$6.64K 0.02% 751
2017
Q3 		$207K Buy
+3,676
New +$202K 0.02% 761
2016
Q4 		– Sell
-4,394
Closed -$221K – 782
2016
Q3 		$221K Buy
+4,394
New +$226K 0.03% 613
2015
Q3 		– Sell
-4,374
Closed -$238K – 719
2015
Q2 		$238K Buy
4,374
+654
+18% +$36K 0.03% 566
2015
Q1 		$201K Buy
+3,720
New +$195K 0.03% 672

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Sigma Planning Corp's IXJ Position: Q1 2023 in Review

Sigma Planning Corp sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 6,107 shares — an estimated $518K sold.

Sigma Planning Corp first reported a position in IXJ in Q1 2015 and held it in 25 quarters. The position peaked at $528K in Q1 2022. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

  • Sigma Planning Corp reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 6,107 iShares Global Healthcare ETF shares in Q1 2023, an estimated $518K.
  • Sigma Planning Corp first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 25 quarters.
  • Sigma Planning Corp's iShares Global Healthcare ETF position peaked at $528K in Q1 2022.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.