SFG
IXJ icon

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

Summit 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
2022
Q1 		– Sell
-2,764
Closed -$250K – 217
2021
Q4 		$250K Sell
2,764
-230
-8% -$19.9K 0.08% 195
2021
Q3 		$251K Hold
2,994
– – 0.09% 188
2021
Q2 		$249K Sell
2,994
-90
-3% -$7.28K 0.09% 183
2021
Q1 		$238K Hold
3,084
– – 0.1% 174
2020
Q4 		$236K Hold
3,084
– – 0.1% 155
2020
Q3 		$221K Hold
3,084
– – 0.11% 141
2020
Q2 		$212K Buy
+3,084
New +$208K 0.11% 149
2020
Q1 		– Sell
-3,084
Closed -$212K – 150
2019
Q4 		$212K Buy
+3,084
New +$200K 0.1% 155

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Group's IXJ Position: Q1 2022 in Review

Summit Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2022, closing a stake of 2,764 shares — an estimated $250K sold.

Summit Financial Group first reported a position in IXJ in Q4 2019 and held it in 8 quarters. The position peaked at $251K in Q3 2021. 233 funds tracked by Wall St. Rank hold IXJ as of Q1 2022.

  • Summit Financial Group reported no remaining iShares Global Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Group sold 2,764 iShares Global Healthcare ETF shares in Q1 2022, an estimated $250K.
  • Summit Financial Group first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 8 quarters.
  • Summit Financial Group's iShares Global Healthcare ETF position peaked at $251K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2022.

Based on Summit Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.