Valley National Advisers’s iShares Global Healthcare ETF IXJ Stock Holding History

Valley National Advisers’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
2023 Q3	–	Sell	-3	Closed	-$1K	–	1092
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	895
2023 Q1	$0	Hold	3	–	–	﹤0.01%	931
2022 Q4	$0	Hold	3	–	–	﹤0.01%	913
2022 Q3	$0	Hold	3	–	–	﹤0.01%	952
2022 Q2	$0	Hold	3	–	–	﹤0.01%	934
2022 Q1	$0	Hold	3	–	–	﹤0.01%	952
2021 Q4	$0	Hold	3	–	–	﹤0.01%	941
2021 Q3	$0	Buy	+3	New	+$259	﹤0.01%	904

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Valley National Advisers's IXJ Position: Q3 2023 in Review

Valley National Advisers sold out of iShares Global Healthcare ETF (IXJ) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

Valley National Advisers first reported a position in IXJ in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q2 2023. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

Valley National Advisers reported no remaining iShares Global Healthcare ETF position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 3 iShares Global Healthcare ETF shares in Q3 2023, an estimated $1K.
Valley National Advisers first reported a position in iShares Global Healthcare ETF in Q3 2021 and held it in 8 quarters.
Valley National Advisers's iShares Global Healthcare ETF position peaked at $1K in Q2 2023.
267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.