SWS
IXJ icon

SYSTM Wealth Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

SYSTM Wealth Solutions’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 		$3.71K Sell
38
-23
-38% -$2.23K 0.11% 45
2024
Q2 		$5.64K Buy
61
+1
+2% +$91 ﹤0.01% 553
2024
Q1 		$5.62K Sell
60
-373
-86% -$33.8K ﹤0.01% 826
2023
Q4 		$37.6K Buy
+433
New +$35.9K 0.01% 628

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

SYSTM Wealth Solutions's IXJ Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its iShares Global Healthcare ETF (IXJ) stake by 38% in Q3 2024, selling an estimated $2.23K and leaving 38 shares worth $3.71K. The position accounts for 0.11% of the portfolio, ranked #45.

SYSTM Wealth Solutions first reported a position in IXJ in Q4 2023 and has held it in 4 quarters since. The position peaked at $37.6K in Q4 2023. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

  • SYSTM Wealth Solutions held 38 shares of iShares Global Healthcare ETF worth $3.71K as of Q3 2024.
  • SYSTM Wealth Solutions sold 23 iShares Global Healthcare ETF shares in Q3 2024, an estimated $2.23K.
  • iShares Global Healthcare ETF made up 0.11% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #45 holding.
  • SYSTM Wealth Solutions first reported a position in iShares Global Healthcare ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's iShares Global Healthcare ETF position peaked at $37.6K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.