The Family Firm’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
22,381
+955
| +4% | +$82.2K | 0.46% | 56 |
|
|
2025
Q1 | $1.95M | Buy |
21,426
+483
| +2% | +$44K | 0.44% | 51 |
|
|
2024
Q4 | $1.8M | Buy |
20,943
+4,600
| +28% | +$395K | 0.4% | 54 |
|
|
2024
Q3 | $1.6M | Sell |
16,343
-227
| -1% | -$22.3K | 0.35% | 61 |
|
|
2024
Q2 | $1.54M | Buy |
16,570
+106
| +0.6% | +$9.84K | 0.34% | 57 |
|
|
2024
Q1 | $1.53M | Sell |
16,464
-198
| -1% | -$18.4K | 0.37% | 55 |
|
|
2023
Q4 | $1.44M | Buy |
16,662
+35
| +0.2% | +$3.04K | 0.37% | 55 |
|
|
2023
Q3 | $1.37M | Hold |
16,627
| – | – | 0.38% | 55 |
|
|
2023
Q2 | $1.41M | Buy |
16,627
+14
| +0.1% | +$1.19K | 0.37% | 55 |
|
|
2023
Q1 | $1.38M | Sell |
16,613
-439
| -3% | -$36.6K | 0.38% | 54 |
|
|
2022
Q4 | $1.45M | Sell |
17,052
-573
| -3% | -$48.6K | 0.42% | 51 |
|
|
2022
Q3 | $1.33M | Sell |
17,625
-140
| -0.8% | -$10.5K | 0.42% | 47 |
|
|
2022
Q2 | $1.44M | Buy |
17,765
+115
| +0.7% | +$9.33K | 0.42% | 48 |
|
|
2022
Q1 | $1.55M | Sell |
17,650
-424
| -2% | -$37.1K | 0.41% | 53 |
|
|
2021
Q4 | $1.63M | Buy |
18,074
+549
| +3% | +$49.6K | 0.42% | 48 |
|
|
2021
Q3 | $1.5M | Sell |
17,525
-237
| -1% | -$20.3K | 0.39% | 52 |
|
|
2021
Q2 | $1.48M | Buy |
17,762
+102
| +0.6% | +$8.48K | 0.4% | 49 |
|
|
2021
Q1 | $1.36M | Buy |
17,660
+322
| +2% | +$24.8K | 0.39% | 53 |
|
|
2020
Q4 | $1.36M | Buy |
17,338
+370
| +2% | +$29K | 0.4% | 51 |
|
|
2020
Q3 | $1.22M | Buy |
16,968
+505
| +3% | +$36.3K | 0.44% | 46 |
|
|
2020
Q2 | $1.13M | Buy |
16,463
+348
| +2% | +$23.9K | 0.42% | 48 |
|
|
2020
Q1 | $982K | Sell |
16,115
-1,614
| -9% | -$98.4K | 0.42% | 49 |
|
|
2019
Q4 | $1.22M | Buy |
17,729
+103
| +0.6% | +$7.08K | 0.41% | 53 |
|
|
2019
Q3 | $1.08M | Buy |
17,626
+192
| +1% | +$11.7K | 0.38% | 54 |
|
|
2019
Q2 | $1.08M | Buy |
17,434
+4,017
| +30% | +$248K | 0.38% | 53 |
|
|
2019
Q1 | $820K | Buy |
13,417
+442
| +3% | +$27K | 0.3% | 58 |
|
|
2018
Q4 | $735K | Buy |
12,975
+65
| +0.5% | +$3.68K | 0.29% | 57 |
|
|
2018
Q3 | $813K | Hold |
12,910
| – | – | 0.29% | 59 |
|
|
2018
Q2 | $729K | Sell |
12,910
-1,432
| -10% | -$80.9K | 0.27% | 57 |
|
|
2018
Q1 | $798K | Hold |
14,342
| – | – | 0.31% | 55 |
|
|
2017
Q4 | $807K | Buy |
14,342
+66
| +0.5% | +$3.71K | 0.32% | 55 |
|
|
2017
Q3 | $803K | Sell |
14,276
-298
| -2% | -$16.8K | 0.34% | 54 |
|
|
2017
Q2 | $797K | Buy |
14,574
+104
| +0.7% | +$5.69K | 0.35% | 53 |
|
|
2017
Q1 | $744K | Sell |
14,470
-778
| -5% | -$40K | 0.35% | 48 |
|
|
2016
Q4 | $723K | Buy |
15,248
+1,966
| +15% | +$93.2K | 0.34% | 53 |
|
|
2016
Q3 | $669K | Sell |
13,282
-206
| -2% | -$10.4K | 0.32% | 53 |
|
|
2016
Q2 | $681K | Sell |
13,488
-548
| -4% | -$27.7K | 0.34% | 50 |
|
|
2016
Q1 | $676K | Buy |
14,036
+24
| +0.2% | +$1.16K | 0.34% | 53 |
|
|
2015
Q4 | $719K | Sell |
14,012
-1,192
| -8% | -$61.2K | 0.38% | 49 |
|
|
2015
Q3 | $749K | Buy |
15,204
+88
| +0.6% | +$4.34K | 0.41% | 45 |
|
|
2015
Q2 | $822K | Sell |
15,116
-200
| -1% | -$10.9K | 0.42% | 40 |
|
|
2015
Q1 | $826K | Sell |
15,316
-800
| -5% | -$43.1K | 0.42% | 41 |
|
|
2014
Q4 | $802K | Buy |
+16,116
| New | +$802K | 0.42% | 40 |
|