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USCA RIA’s iShares Global Healthcare ETF IXJ Stock Holding History

USCA RIA’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 		$1.85M Buy
22,260
+912
+4% +$73.7K 0.11% 229
2021
Q1 		$1.65M Buy
21,348
+1,744
+9% +$134K 0.11% 239
2020
Q4 		$1.5M Buy
19,604
+1,555
+9% +$114K 0.11% 186
2020
Q3 		$1.3M Buy
+18,049
New +$1.29M 0.1% 181

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

USCA RIA's IXJ Position: Q2 2021 in Review

USCA RIA increased its iShares Global Healthcare ETF (IXJ) stake by 4.3% in Q2 2021, buying an estimated $73.7K and bringing the position to 22,260 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #229.

USCA RIA first reported a position in IXJ in Q3 2020 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

  • USCA RIA held 22,260 shares of iShares Global Healthcare ETF worth $1.85M as of Q2 2021.
  • USCA RIA bought 912 iShares Global Healthcare ETF shares in Q2 2021, an estimated $73.7K.
  • iShares Global Healthcare ETF made up 0.11% of USCA RIA's portfolio in Q2 2021, its #229 holding.
  • USCA RIA first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.