Tyler-Stone Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-563	Closed	-$52.3K	–	627
2024 Q2	$52.3K	Hold	563	–	–	0.02%	358
2024 Q1	$52.5K	Hold	563	–	–	0.02%	357
2023 Q4	$48.8K	Hold	563	–	–	0.02%	357
2023 Q3	$46K	Sell	563 -30	-5%	-$2.54K	0.03%	353
2023 Q2	$50K	Buy	+593	New	+$50.6K	0.03%	341
2022 Q4	$58K	Sell	679 -58	-8%	-$4.78K	0.04%	295
2022 Q3	$56K	Hold	737	–	–	0.04%	282
2022 Q2	$60K	Hold	737	–	–	0.04%	296
2022 Q1	$65K	Hold	737	–	–	0.04%	305
2021 Q4	$67K	Buy	+737	New	+$63.7K	0.04%	319

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tyler-Stone Wealth Management's IXJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 563 shares — an estimated $52.3K sold.

Tyler-Stone Wealth Management first reported a position in IXJ in Q4 2021 and held it in 10 quarters. The position peaked at $67K in Q4 2021. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 563 iShares Global Healthcare ETF shares in Q3 2024, an estimated $52.3K.
Tyler-Stone Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Global Healthcare ETF position peaked at $67K in Q4 2021.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.