Truvestments Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Truvestments Capital’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
2021 Q2	–	Sell	-700	Closed	-$54K	–	660
2021 Q1	$54K	Hold	700	–	–	0.03%	269
2020 Q4	$54K	Hold	700	–	–	0.04%	251
2020 Q3	$50K	Hold	700	–	–	0.05%	184
2020 Q2	$48K	Hold	700	–	–	0.05%	214
2020 Q1	$42K	Buy	+700	New	+$46.2K	0.05%	188
2019 Q4	–	Sell	-700	Closed	-$43K	–	361
2019 Q3	$43K	Hold	700	–	–	0.03%	286
2019 Q2	$43K	Hold	700	–	–	0.03%	303
2019 Q1	$43K	Buy	+700	New	+$41.7K	0.03%	301
2018 Q3	$44K	Buy	+700	New	+$42.3K	0.02%	409

Other funds holding IXJ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

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

RBA

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

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

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

Truvestments Capital's IXJ Position: Q2 2021 in Review

Truvestments Capital sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 700 shares — an estimated $54K sold.

Truvestments Capital first reported a position in IXJ in Q3 2018 and held it in 9 quarters. The position peaked at $54K in Q1 2021. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

Truvestments Capital reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Truvestments Capital sold 700 iShares Global Healthcare ETF shares in Q2 2021, an estimated $54K.
Truvestments Capital first reported a position in iShares Global Healthcare ETF in Q3 2018 and held it in 9 quarters.
Truvestments Capital's iShares Global Healthcare ETF position peaked at $54K in Q1 2021.
212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on Truvestments Capital's 13F filing for Q2 2021, filed 12 Aug 2021.