SI
IXJ icon

SII Investments’s iShares Global Healthcare ETF IXJ Stock Holding History

SII Investments’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
2017
Q3 		– Sell
-4,172
Closed -$227K – 618
2017
Q2 		$227K Buy
4,172
+4
+0.1% +$213 0.01% 520
2017
Q1 		$214K Sell
4,168
-176
-4% -$8.81K 0.01% 549
2016
Q4 		$206K Sell
4,344
-710
-14% -$34K 0.02% 541
2016
Q3 		$254K Hold
5,054
– – 0.02% 480
2016
Q2 		$254K Sell
5,054
-196
-4% -$9.78K 0.02% 479
2016
Q1 		$254K Buy
5,250
+1,104
+27% +$52.7K 0.02% 477
2015
Q4 		$213K Sell
4,146
-1,226
-23% -$63.1K 0.03% 411
2015
Q3 		$266K Buy
5,372
+1,080
+25% +$58.2K 0.03% 430
2015
Q2 		$234K Hold
4,292
– – 0.03% 451
2015
Q1 		$233K Buy
+4,292
New +$225K 0.03% 461

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

SII Investments's IXJ Position: Q3 2017 in Review

SII Investments sold out of iShares Global Healthcare ETF (IXJ) in Q3 2017, closing a stake of 4,172 shares — an estimated $227K sold.

SII Investments first reported a position in IXJ in Q1 2015 and held it in 10 quarters. The position peaked at $266K in Q3 2015. 146 funds tracked by Wall St. Rank hold IXJ as of Q3 2017.

  • SII Investments reported no remaining iShares Global Healthcare ETF position as of Q3 2017 after selling out during the quarter.
  • SII Investments sold 4,172 iShares Global Healthcare ETF shares in Q3 2017, an estimated $227K.
  • SII Investments first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 10 quarters.
  • SII Investments's iShares Global Healthcare ETF position peaked at $266K in Q3 2015.
  • 146 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2017.

Based on SII Investments's 13F filing for Q3 2017, filed 13 Nov 2017.