Wharton Business Group’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	$301K	Hold	3,220	–	–	0.01%	120
2025 Q4	$314K	Buy	+3,220	New	+$305K	0.01%	118
2025 Q3	–	Sell	-2,396	Closed	-$206K	–	143
2025 Q2	$206K	Hold	2,396	–	–	0.01%	132
2025 Q1	$219K	Hold	2,396	–	–	0.01%	128
2024 Q4	$206K	Hold	2,396	–	–	0.01%	131
2024 Q3	$235K	Hold	2,396	–	–	0.01%	130
2024 Q2	$222K	Hold	2,396	–	–	0.01%	128
2024 Q1	$223K	Hold	2,396	–	–	0.01%	128
2023 Q4	$208K	Buy	+2,396	New	+$199K	0.01%	128
2023 Q3	–	Sell	-2,396	Closed	-$204K	–	140
2023 Q2	$204K	Buy	+2,396	New	+$204K	0.01%	127
2023 Q1	–	Sell	-2,396	Closed	-$203K	–	139
2022 Q4	$203K	Buy	+2,396	New	+$198K	0.01%	136
2022 Q2	–	Sell	-2,405	Closed	-$211K	–	133
2022 Q1	$211K	Hold	2,405	–	–	0.01%	126
2021 Q4	$217K	Buy	+2,405	New	+$208K	0.01%	122
2021 Q3	–	Sell	-2,405	Closed	-$200K	–	104
2021 Q2	$200K	Buy	+2,405	New	+$194K	0.02%	117
2013 Q4	–	Sell	-8,596	Closed	-$342K	–	153
2013 Q3	$342K	Sell	8,596 -390	-4%	-$15.3K	0.03%	128
2013 Q2	$333K	Buy	+8,986	New	+$343K	0.03%	126