Steward Partners Investment Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $147K | Hold |
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|
2020
Q1 | $130K | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $144K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | $11K | Buy |
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