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

Whalen Wealth Management’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
2024
Q4 		– Sell
-2,581
Closed -$253K – 160
2024
Q3 		$253K Buy
2,581
+17
+0.7% +$1.65K 0.18% 98
2024
Q2 		$238K Sell
2,564
-136
-5% -$12.4K 0.19% 92
2024
Q1 		$252K Buy
+2,700
New +$244K 0.19% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Whalen Wealth Management's IXJ Position: Q4 2024 in Review

Whalen Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 2,581 shares — an estimated $253K sold.

Whalen Wealth Management first reported a position in IXJ in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q3 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Whalen Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 2,581 iShares Global Healthcare ETF shares in Q4 2024, an estimated $253K.
  • Whalen Wealth Management first reported a position in iShares Global Healthcare ETF in Q1 2024 and held it in 3 quarters.
  • Whalen Wealth Management's iShares Global Healthcare ETF position peaked at $253K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.