White Lighthouse Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

White Lighthouse Investment 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
2026 Q1	$1.52M	Hold	16,275	–	–	0.21%	64
2025 Q4	$1.59M	Sell	16,275 -1,896	-10%	-$179K	0.22%	60
2025 Q3	$1.61M	Sell	18,171 -1,255	-6%	-$108K	0.25%	55
2025 Q2	$1.67M	Buy	19,426 +150	+0.8%	+$12.9K	0.27%	54
2025 Q1	$1.76M	Sell	19,276 -607	-3%	-$55.1K	0.31%	47
2024 Q4	$1.71M	Sell	19,883 -372	-2%	-$34.4K	0.3%	50
2024 Q3	$1.99M	Sell	20,255 -520	-3%	-$50.4K	0.36%	44
2024 Q2	$1.93M	Buy	20,775 +100	+0.5%	+$9.13K	0.37%	43
2024 Q1	$1.93M	Sell	20,675 -122	-0.6%	-$11K	0.39%	42
2023 Q4	$1.8M	Hold	20,797	–	–	0.39%	43
2023 Q3	$1.71M	Hold	20,797	–	–	0.42%	42
2023 Q2	$1.77M	Sell	20,797 -130	-0.6%	-$11.1K	0.42%	43
2023 Q1	$1.74M	Hold	20,927	–	–	0.44%	40
2022 Q4	$1.78M	Sell	20,927 -225	-1%	-$18.6K	0.48%	39
2022 Q3	$1.59M	Sell	21,152 -8	-0%	-$647	0.46%	41
2022 Q2	$1.72M	Buy	21,160 +122	+0.6%	+$10.2K	0.49%	38
2022 Q1	$1.84M	Sell	21,038 -380	-2%	-$32.1K	0.47%	41
2021 Q4	$1.94M	Hold	21,418	–	–	0.48%	42
2021 Q3	$1.79M	Hold	21,418	–	–	0.48%	43
2021 Q2	$1.78M	Sell	21,418 -290	-1%	-$23.4K	0.49%	42
2021 Q1	$1.67M	Sell	21,708 -535	-2%	-$41.2K	0.51%	41
2020 Q4	$1.7M	Hold	22,243	–	–	0.54%	43
2020 Q3	$1.6M	Sell	22,243 -371	-2%	-$26.6K	0.55%	41
2020 Q2	$1.55M	Sell	22,614 -800	-3%	-$54K	0.57%	40
2020 Q1	$1.43M	Sell	23,414 -368	-2%	-$24.3K	0.6%	39
2019 Q4	$1.64M	Sell	23,782 -125	-0.5%	-$8.11K	0.6%	41
2019 Q3	$1.46M	Buy	23,907 +775	+3%	+$47.4K	0.59%	40
2019 Q2	$1.43M	Sell	23,132 -190	-0.8%	-$11.4K	0.6%	41
2019 Q1	$1.43M	Sell	23,322 -90	-0.4%	-$5.36K	0.65%	38
2018 Q4	$1.33M	Sell	23,412 -120	-0.5%	-$7.18K	0.73%	38
2018 Q3	$1.48M	Sell	23,532 -210	-0.9%	-$12.7K	0.76%	32
2018 Q2	$1.34M	Sell	23,742 -1,200	-5%	-$67.7K	0.74%	31
2018 Q1	$1.39M	Sell	24,942 -1,000	-4%	-$57.5K	0.8%	29
2017 Q4	$1.46M	Buy	+25,942	New	+$1.46M	0.84%	29