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

Stratos Wealth Partners’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
-2,809
Closed -$276K – 1496
2024
Q3 		$276K Buy
+2,809
New +$272K ﹤0.01% 1186
2023
Q1 		– Sell
-6,962
Closed -$591K – 1178
2022
Q4 		$591K Buy
+6,962
New +$574K 0.02% 668
2022
Q3 		– Sell
-2,679
Closed -$217K – 1187
2022
Q2 		$217K Sell
2,679
-207
-7% -$17.3K 0.01% 1053
2022
Q1 		$253K Buy
2,886
+328
+13% +$27.7K 0.01% 1054
2021
Q4 		$231K Buy
2,558
+50
+2% +$4.32K 0.01% 1108
2021
Q3 		$210K Hold
2,508
– – 0.01% 1084
2021
Q2 		$208K Buy
+2,508
New +$203K 0.01% 1105
2021
Q1 		– Sell
-7,977
Closed -$610K – 1140
2020
Q4 		$610K Buy
+7,977
New +$587K 0.02% 610
2020
Q3 		– Sell
-7,362
Closed -$506K – 1036
2020
Q2 		$506K Buy
7,362
+364
+5% +$24.6K 0.02% 586
2020
Q1 		$426K Sell
6,998
-102
-1% -$6.72K 0.02% 575
2019
Q4 		$488K Buy
7,100
+103
+1% +$6.68K 0.02% 601
2019
Q3 		$427K Sell
6,997
-579
-8% -$35.4K 0.02% 617
2019
Q2 		$468K Buy
7,576
+1,841
+32% +$110K 0.02% 592
2019
Q1 		$350K Buy
+5,735
New +$342K 0.02% 658
2018
Q4 		– Sell
-1,862
Closed -$117K – 1662
2018
Q3 		$117K Buy
+1,862
New +$112K 0.01% 1053
2018
Q2 		– Sell
-1,062
Closed -$59K – 1785
2018
Q1 		$59K Hold
1,062
– – ﹤0.01% 1484
2017
Q4 		$60K Buy
+1,062
New +$59.7K ﹤0.01% 1427

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 Partners's IXJ Position: Q4 2024 in Review

Stratos Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 2,809 shares — an estimated $276K sold.

Stratos Wealth Partners first reported a position in IXJ in Q4 2017 and held it in 17 quarters. The position peaked at $610K in Q4 2020. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Stratos Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,809 iShares Global Healthcare ETF shares in Q4 2024, an estimated $276K.
  • Stratos Wealth Partners first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's iShares Global Healthcare ETF position peaked at $610K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

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