Sweet Financial Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Sweet Financial 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 Q3	$319K	Hold	3,250	–	–	0.07%	162
2024 Q2	$302K	Sell	3,250 -730	-18%	-$66.6K	0.07%	161
2024 Q1	$371K	Sell	3,980 -33	-0.8%	-$2.99K	0.09%	147
2023 Q4	$348K	Hold	4,013	–	–	0.08%	146
2023 Q3	$331K	Hold	4,013	–	–	0.09%	136
2023 Q2	$341K	Hold	4,013	–	–	0.09%	135
2023 Q1	$335K	Hold	4,013	–	–	0.09%	132
2022 Q4	$341K	Buy	4,013 +33	+0.8%	+$2.72K	0.1%	125
2022 Q3	$300K	Hold	3,980	–	–	0.1%	130
2022 Q2	$323K	Hold	3,980	–	–	0.1%	123
2022 Q1	$349K	Buy	3,980 +910	+30%	+$77K	0.09%	121
2021 Q4	$277K	Buy	+3,070	New	+$265K	0.12%	115

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sweet Financial Partners's IXJ Position: Q3 2024 in Review

Sweet Financial Partners held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2024 at 3,250 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #162.

Sweet Financial Partners first reported a position in IXJ in Q4 2021 and has held it in 12 quarters since. The position peaked at $371K in Q1 2024. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

Sweet Financial Partners held 3,250 shares of iShares Global Healthcare ETF worth $319K as of Q3 2024.
Sweet Financial Partners left its iShares Global Healthcare ETF share count unchanged in Q3 2024.
iShares Global Healthcare ETF made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #162 holding.
Sweet Financial Partners first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's iShares Global Healthcare ETF position peaked at $371K in Q1 2024.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.