Western Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Hold	3,047	–	–	0.01%	817
2025 Q4	$297K	Buy	3,047 +89	+3%	+$8.42K	0.01%	664
2025 Q3	$262K	Buy	2,958 +6	+0.2%	+$519	0.01%	639
2025 Q2	$254K	Sell	2,952 -117	-4%	-$10.1K	0.02%	609
2025 Q1	$280K	Hold	3,069	–	–	0.02%	548
2024 Q4	$264K	Buy	3,069 +114	+4%	+$10.5K	0.02%	560
2024 Q3	$290K	Hold	2,955	–	–	0.02%	605
2024 Q2	$274K	Sell	2,955 -995	-25%	-$90.8K	0.02%	526
2024 Q1	$368K	Hold	3,950	–	–	0.03%	443
2023 Q4	$343K	Buy	3,950 +4	+0.1%	+$332	0.02%	521
2023 Q3	$325K	Hold	3,946	–	–	0.03%	488
2023 Q2	$335K	Sell	3,946 -115	-3%	-$9.81K	0.03%	477
2023 Q1	$339K	Buy	4,061 +121	+3%	+$10K	0.03%	468
2022 Q4	$335K	Sell	3,940 -3,936	-50%	-$325K	0.03%	438
2022 Q3	$593K	Hold	7,876	–	–	0.03%	432
2022 Q2	$639K	Buy	7,876 +8	+0.1%	+$669	0.04%	410
2022 Q1	$690K	Buy	7,868 +3,934	+100%	+$333K	0.03%	431
2021 Q4	$355K	Buy	+3,934	New	+$340K	0.04%	416
2021 Q2	$327K	Buy	3,932 +4	+0.1%	+$323	0.03%	469
2021 Q1	$303K	Hold	3,928	–	–	0.04%	396
2020 Q4	$300K	Buy	3,928 +3	+0.1%	+$221	0.04%	356
2020 Q3	$282K	Sell	3,925 -428	-10%	-$30.7K	0.05%	348
2020 Q2	$299K	Sell	4,353 -1,136	-21%	-$76.7K	0.05%	314
2020 Q1	$332K	Sell	5,489 -413	-7%	-$27.2K	0.08%	249
2019 Q4	$406K	Sell	5,902 -125	-2%	-$8.11K	0.06%	263
2019 Q3	$363K	Sell	6,027 -187	-3%	-$11.4K	0.08%	258
2019 Q2	$383K	Buy	6,214 +67	+1%	+$4.02K	0.05%	264
2019 Q1	$370K	Hold	6,147	–	–	0.08%	246
2018 Q4	$351K	Buy	+6,147	New	+$368K	0.09%	223