Western Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,952
-117
| -4% | -$10.1K | 0.02% | 607 |
|
|
2025
Q1 | $280K | Hold |
3,069
| – | – | 0.02% | 546 |
|
|
2024
Q4 | $264K | Buy |
3,069
+114
| +4% | +$9.8K | 0.02% | 558 |
|
|
2024
Q3 | $290K | Hold |
2,955
| – | – | 0.02% | 604 |
|
|
2024
Q2 | $274K | Sell |
2,955
-995
| -25% | -$92.4K | 0.02% | 524 |
|
|
2024
Q1 | $368K | Hold |
3,950
| – | – | 0.03% | 443 |
|
|
2023
Q4 | $343K | Buy |
3,950
+4
| +0.1% | +$347 | 0.02% | 521 |
|
|
2023
Q3 | $325K | Hold |
3,946
| – | – | 0.03% | 488 |
|
|
2023
Q2 | $335K | Sell |
3,946
-115
| -3% | -$9.77K | 0.03% | 477 |
|
|
2023
Q1 | $339K | Buy |
4,061
+121
| +3% | +$10.1K | 0.03% | 468 |
|
|
2022
Q4 | $335K | Sell |
3,940
-3,936
| -50% | -$334K | 0.03% | 438 |
|
|
2022
Q3 | $593K | Hold |
7,876
| – | – | 0.03% | 432 |
|
|
2022
Q2 | $639K | Buy |
7,876
+8
| +0.1% | +$649 | 0.04% | 410 |
|
|
2022
Q1 | $690K | Buy |
7,868
+3,934
| +100% | +$345K | 0.03% | 431 |
|
|
2021
Q4 | $355K | Buy |
+3,934
| New | +$355K | 0.04% | 416 |
|
|
2021
Q2 | $327K | Buy |
3,932
+4
| +0.1% | +$333 | 0.03% | 469 |
|
|
2021
Q1 | $303K | Hold |
3,928
| – | – | 0.04% | 396 |
|
|
2020
Q4 | $300K | Buy |
3,928
+3
| +0.1% | +$229 | 0.04% | 356 |
|
|
2020
Q3 | $282K | Sell |
3,925
-428
| -10% | -$30.8K | 0.05% | 348 |
|
|
2020
Q2 | $299K | Sell |
4,353
-1,136
| -21% | -$78K | 0.05% | 314 |
|
|
2020
Q1 | $332K | Sell |
5,489
-413
| -7% | -$25K | 0.08% | 249 |
|
|
2019
Q4 | $406K | Sell |
5,902
-125
| -2% | -$8.6K | 0.06% | 263 |
|
|
2019
Q3 | $363K | Sell |
6,027
-187
| -3% | -$11.3K | 0.08% | 258 |
|
|
2019
Q2 | $383K | Buy |
6,214
+67
| +1% | +$4.13K | 0.05% | 264 |
|
|
2019
Q1 | $370K | Hold |
6,147
| – | – | 0.08% | 246 |
|
|
2018
Q4 | $351K | Buy |
+6,147
| New | +$351K | 0.09% | 223 |
|