Sonoma Private Wealth’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
Q1 | – | Sell |
-3,610
| Closed | -$310K | – | 78 |
|
|
2024
Q4 | $310K | Buy |
3,610
+1,060
| +42% | +$91.1K | 0.5% | 63 |
|
|
2024
Q3 | $250K | Sell |
2,550
-3
| -0.1% | -$294 | 0.39% | 81 |
|
|
2024
Q2 | $237K | Hold |
2,553
| – | – | 0.38% | 79 |
|
|
2024
Q1 | $238K | Buy |
2,553
+84
| +3% | +$7.83K | 0.38% | 81 |
|
|
2023
Q4 | $214K | Sell |
2,469
-2,561
| -51% | -$222K | 0.35% | 77 |
|
|
2023
Q3 | $415K | Buy |
5,030
+42
| +0.8% | +$3.46K | 0.76% | 52 |
|
|
2023
Q2 | $424K | Sell |
4,988
-18
| -0.4% | -$1.53K | 0.74% | 52 |
|
|
2023
Q1 | $417K | Buy |
+5,006
| New | +$417K | 0.83% | 47 |
|