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SVB Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

SVB Wealth’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
Q2 		– Sell
-3,681
Closed -$343K – 785
2024
Q1 		$343K Sell
3,681
-3,667
-50% -$332K 0.01% 588
2023
Q4 		$637K Sell
7,348
-553
-7% -$45.8K 0.02% 422
2023
Q3 		$651K Sell
7,901
-1,628
-17% -$138K 0.01% 398
2023
Q2 		$810K Sell
9,529
-1,089
-10% -$92.9K 0.01% 377
2023
Q1 		$885K Sell
10,618
-406
-4% -$33.6K 0.01% 403
2022
Q4 		$936K Buy
+11,024
New +$909K 0.01% 417
2020
Q4 		– Sell
-3,555
Closed -$255K – 876
2020
Q3 		$255K Buy
3,555
+250
+8% +$17.9K ﹤0.01% 566
2020
Q2 		$227K Sell
3,305
-1,097
-25% -$74K ﹤0.01% 518
2020
Q1 		$268K Sell
4,402
-4,107
-48% -$271K 0.01% 409
2019
Q4 		$585K Buy
+8,509
New +$552K 0.01% 386

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
Jane Street
Jane Street New York $777B AUM 61.18% 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

SVB Wealth's IXJ Position: Q2 2024 in Review

SVB Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 3,681 shares — an estimated $343K sold.

SVB Wealth first reported a position in IXJ in Q4 2019 and held it in 10 quarters. The position peaked at $936K in Q4 2022. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • SVB Wealth reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 3,681 iShares Global Healthcare ETF shares in Q2 2024, an estimated $343K.
  • SVB Wealth first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 10 quarters.
  • SVB Wealth's iShares Global Healthcare ETF position peaked at $936K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.