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Veritable’s iShares Global Healthcare ETF IXJ Stock Holding History

Veritable’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
Q2 		– Sell
-6,003
Closed -$500K – 908
2023
Q1 		$500K Buy
6,003
+609
+11% +$50.5K 0.01% 536
2022
Q4 		$458K Sell
5,394
-459
-8% -$37.9K 0.01% 556
2022
Q3 		$441K Sell
5,853
-321
-5% -$26K 0.01% 535
2022
Q2 		$501K Sell
6,174
-965
-14% -$80.7K 0.01% 542
2022
Q1 		$626K Sell
7,139
-1,895
-21% -$160K 0.01% 505
2021
Q4 		$816K Hold
9,034
– – 0.01% 444
2021
Q3 		$756K Sell
9,034
-299
-3% -$25.9K 0.01% 448
2021
Q2 		$776K Buy
9,333
+2,404
+35% +$194K 0.01% 435
2021
Q1 		$534K Buy
+6,929
New +$533K 0.01% 496

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable's IXJ Position: Q2 2023 in Review

Veritable sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 6,003 shares — an estimated $500K sold.

Veritable first reported a position in IXJ in Q1 2021 and held it in 9 quarters. The position peaked at $816K in Q4 2021. 271 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

  • Veritable reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
  • Veritable sold 6,003 iShares Global Healthcare ETF shares in Q2 2023, an estimated $500K.
  • Veritable first reported a position in iShares Global Healthcare ETF in Q1 2021 and held it in 9 quarters.
  • Veritable's iShares Global Healthcare ETF position peaked at $816K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.