TS Financial Group (TSFG)’s iShares Global Healthcare ETF IXJ Stock Holding History

TS Financial Group (TSFG)’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 Q1	–	Sell	-190	Closed	-$16K	–	844
2023 Q4	$16K	Hold	190	–	–	0.01%	437
2023 Q3	$16K	Hold	190	–	–	0.01%	440
2023 Q2	$16K	Hold	190	–	–	0.01%	445
2023 Q1	$16K	Hold	190	–	–	0.01%	435
2022 Q4	$16K	Hold	190	–	–	0.01%	441
2022 Q3	$14K	Hold	190	–	–	0.01%	451
2022 Q2	$15K	Hold	190	–	–	0.01%	457
2022 Q1	$17K	Hold	190	–	–	0.01%	448
2021 Q4	$17K	Hold	190	–	–	0.01%	459
2021 Q3	$16K	Hold	190	–	–	0.01%	467
2021 Q2	$16K	Hold	190	–	–	0.01%	466
2021 Q1	$15K	Hold	190	–	–	0.01%	415
2020 Q4	$15K	Hold	190	–	–	0.01%	425
2020 Q3	$14K	Hold	190	–	–	0.01%	383
2020 Q2	$13K	Hold	190	–	–	0.01%	385
2020 Q1	$12K	Hold	190	–	–	0.01%	350
2019 Q4	$13K	Hold	190	–	–	0.01%	381
2019 Q3	$12K	Hold	190	–	–	0.01%	381
2019 Q2	$12K	Hold	190	–	–	0.01%	375
2019 Q1	$12K	Buy	+190	New	+$11.3K	0.01%	367

Other funds holding IXJ

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

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

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

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

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

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

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

TS Financial Group (TSFG)'s IXJ Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 190 shares — an estimated $16K sold.

TS Financial Group (TSFG) first reported a position in IXJ in Q1 2019 and held it in 20 quarters. The position peaked at $17K in Q1 2022. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

TS Financial Group (TSFG) reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 190 iShares Global Healthcare ETF shares in Q1 2024, an estimated $16K.
TS Financial Group (TSFG) first reported a position in iShares Global Healthcare ETF in Q1 2019 and held it in 20 quarters.
TS Financial Group (TSFG)'s iShares Global Healthcare ETF position peaked at $17K in Q1 2022.
269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.