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Sowa Financial Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-256
Closed -$20K – 144
2020
Q4 		$20K Hold
256
– – 0.01% 186
2020
Q3 		$18K Hold
256
– – 0.01% 185
2020
Q2 		$18K Hold
256
– – 0.01% 183
2020
Q1 		$16K Hold
256
– – 0.01% 174
2019
Q4 		$18K Buy
+256
New +$16.6K 0.01% 181

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowa Financial Group's IXJ Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 256 shares — an estimated $20K sold.

Sowa Financial Group first reported a position in IXJ in Q4 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2020. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 256 iShares Global Healthcare ETF shares in Q1 2021, an estimated $20K.
  • Sowa Financial Group first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares Global Healthcare ETF position peaked at $20K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.