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Wealth Quarterback’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealth Quarterback’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
Q3 		$9K Buy
100
+1
+1% +$86 0.01% 497
2021
Q2 		$9K Buy
+99
New +$8K 0.01% 497
2020
Q2 		– Sell
-196
Closed -$12K – 438
2020
Q1 		$12K Hold
196
– – 0.01% 433
2019
Q4 		$13.5K Buy
+196
New +$12.7K 0.01% 458

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealth Quarterback's IXJ Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Global Healthcare ETF (IXJ) stake by 1% in Q3 2021, buying an estimated $86 and bringing the position to 100 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #497.

Wealth Quarterback first reported a position in IXJ in Q4 2019 and has held it in 4 quarters since. The position peaked at $13.5K in Q4 2019. 217 funds tracked by Wall St. Rank hold IXJ as of Q3 2021.

  • Wealth Quarterback held 100 shares of iShares Global Healthcare ETF worth $9K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares Global Healthcare ETF share in Q3 2021, an estimated $86.
  • iShares Global Healthcare ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #497 holding.
  • Wealth Quarterback first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Global Healthcare ETF position peaked at $13.5K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.