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W Advisors LLC’s iShares Global Healthcare ETF IXJ Stock Holding History

W Advisors LLC’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
Q4 		– Sell
-4,347
Closed -$358K – 113
2023
Q3 		$358K Buy
4,347
+686
+19% +$58.2K 0.29% 66
2023
Q2 		$311K Hold
3,661
– – 0.24% 78
2023
Q1 		$305K Buy
+3,661
New +$303K 0.25% 79

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

W Advisors LLC's IXJ Position: Q4 2023 in Review

W Advisors LLC sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 4,347 shares — an estimated $358K sold.

W Advisors LLC first reported a position in IXJ in Q1 2023 and held it in 3 quarters. The position peaked at $358K in Q3 2023. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

  • W Advisors LLC reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • W Advisors LLC sold 4,347 iShares Global Healthcare ETF shares in Q4 2023, an estimated $358K.
  • W Advisors LLC first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 3 quarters.
  • W Advisors LLC's iShares Global Healthcare ETF position peaked at $358K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on W Advisors LLC's 13F filing for Q4 2023, filed 6 Feb 2024.