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Tanglewood Legacy Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Tanglewood Legacy 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
2024
Q2 		– Sell
-1,277
Closed -$119K – 292
2024
Q1 		$119K Hold
1,277
– – 0.06% 108
2023
Q4 		$111K Hold
1,277
– – 0.06% 110
2023
Q3 		$105K Hold
1,277
– – 0.06% 111
2023
Q2 		$109K Hold
1,277
– – 0.06% 112
2023
Q1 		$106K Hold
1,277
– – 0.07% 104
2022
Q4 		$108K Buy
+1,277
New +$105K 0.08% 87

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

Tanglewood Legacy Advisors's IXJ Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2024, closing a stake of 1,277 shares — an estimated $119K sold.

Tanglewood Legacy Advisors first reported a position in IXJ in Q4 2022 and held it in 6 quarters. The position peaked at $119K in Q1 2024. 275 funds tracked by Wall St. Rank hold IXJ as of Q2 2024.

  • Tanglewood Legacy Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 1,277 iShares Global Healthcare ETF shares in Q2 2024, an estimated $119K.
  • Tanglewood Legacy Advisors first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 6 quarters.
  • Tanglewood Legacy Advisors's iShares Global Healthcare ETF position peaked at $119K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.