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TrinityPoint Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

TrinityPoint Wealth’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
Q4 		– Sell
-2,613
Closed -$257K – 348
2024
Q3 		$257K Sell
2,613
-652
-20% -$63.2K 0.04% 285
2024
Q2 		$303K Buy
3,265
+86
+3% +$7.85K 0.05% 249
2024
Q1 		$296K Sell
3,179
-202
-6% -$18.3K 0.05% 248
2023
Q4 		$293K Sell
3,381
-62
-2% -$5.14K 0.05% 245
2023
Q3 		$284K Buy
3,443
+123
+4% +$10.4K 0.06% 232
2023
Q2 		$282K Buy
3,320
+516
+18% +$44K 0.06% 228
2023
Q1 		$234K Buy
2,804
+352
+14% +$29.2K 0.05% 241
2022
Q4 		$208K Buy
+2,452
New +$202K 0.05% 260

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TrinityPoint Wealth's IXJ Position: Q4 2024 in Review

TrinityPoint Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 2,613 shares — an estimated $257K sold.

TrinityPoint Wealth first reported a position in IXJ in Q4 2022 and held it in 8 quarters. The position peaked at $303K in Q2 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • TrinityPoint Wealth reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,613 iShares Global Healthcare ETF shares in Q4 2024, an estimated $257K.
  • TrinityPoint Wealth first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 8 quarters.
  • TrinityPoint Wealth's iShares Global Healthcare ETF position peaked at $303K in Q2 2024.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.