WWA
WCG Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $955K | Sell |
11,091
-5,150
| -32% | -$443K | 0.06% | 232 |
|
2025
Q1 | $1.48M | Sell |
16,241
-6,930
| -30% | -$632K | 0.11% | 166 |
|
2024
Q4 | $1.99M | Buy |
23,171
+757
| +3% | +$65.1K | 0.13% | 148 |
|
2024
Q3 | $2.2M | Buy |
22,414
+2,694
| +14% | +$264K | 0.15% | 149 |
|
2024
Q2 | $1.83M | Buy |
19,720
+759
| +4% | +$70.5K | 0.14% | 145 |
|
2024
Q1 | $1.77M | Buy |
18,961
+6,952
| +58% | +$647K | 0.15% | 133 |
|
2023
Q4 | $1.04M | Buy |
+12,009
| New | +$1.04M | 0.08% | 201 |
|