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Stratos Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Stratos Wealth Advisors’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
2024
Q4 		– Sell
-2,081
Closed -$204K – 752
2024
Q3 		$204K Sell
2,081
-79
-4% -$7.66K 0.01% 699
2024
Q2 		$201K Sell
2,160
-9
-0.4% -$821 0.01% 670
2024
Q1 		$202K Buy
+2,169
New +$196K 0.01% 632
2023
Q4 		– Sell
-3,275
Closed -$270K – 713
2023
Q3 		$270K Buy
+3,275
New +$278K 0.02% 556

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stratos Wealth Advisors's IXJ Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 2,081 shares — an estimated $204K sold.

Stratos Wealth Advisors first reported a position in IXJ in Q3 2023 and held it in 4 quarters. The position peaked at $270K in Q3 2023. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 2,081 iShares Global Healthcare ETF shares in Q4 2024, an estimated $204K.
  • Stratos Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 4 quarters.
  • Stratos Wealth Advisors's iShares Global Healthcare ETF position peaked at $270K in Q3 2023.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.