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

Ten Capital 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 Q2	–	Sell	-1,360	Closed	-$113K	–	368
2023 Q1	$113K	Buy	+1,360	New	+$113K	0.04%	152
2021 Q3	–	Sell	-787	Closed	-$65K	–	469
2021 Q2	$65K	Sell	787 -111	-12%	-$8.97K	0.01%	166
2021 Q1	$69K	Sell	898 -102	-10%	-$7.85K	0.02%	157
2020 Q4	$76K	Buy	+1,000	New	+$73.6K	0.02%	149

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ten Capital Wealth Advisors's IXJ Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 1,360 shares — an estimated $113K sold.

Ten Capital Wealth Advisors first reported a position in IXJ in Q4 2020 and held it in 4 quarters. The position peaked at $113K in Q1 2023. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,360 iShares Global Healthcare ETF shares in Q2 2023, an estimated $113K.
Ten Capital Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares Global Healthcare ETF position peaked at $113K in Q1 2023.
272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.