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

Sutton 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
2023
Q3 		$3.79K Hold
46
– – ﹤0.01% 625
2023
Q2 		$3.91K Buy
+46
New +$3.92K ﹤0.01% 601

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's IXJ Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2023 at 46 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Sutton Wealth Advisors first reported a position in IXJ in Q2 2023 and has held it in 2 quarters since. The position peaked at $3.91K in Q2 2023. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

  • Sutton Wealth Advisors held 46 shares of iShares Global Healthcare ETF worth $3.79K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q3 2023.
  • iShares Global Healthcare ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #625 holding.
  • Sutton Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares Global Healthcare ETF position peaked at $3.91K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.