Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-285
| Closed | -$26K | – | 1537 |
|
|
2025
Q1 | $26K | Hold |
285
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q4 | $24.5K | Hold |
285
| – | – | ﹤0.01% | 1062 |
|
|
2024
Q3 | $28K | Hold |
285
| – | – | ﹤0.01% | 1028 |
|
|
2024
Q2 | $26.5K | Hold |
285
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q1 | $26.5K | Hold |
285
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q4 | $24.7K | Hold |
285
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q3 | $23.5K | Hold |
285
| – | – | ﹤0.01% | 1086 |
|
|
2023
Q2 | $24.2K | Hold |
285
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q1 | $23.8K | Hold |
285
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q4 | $24.2K | Sell |
285
-2,000
| -88% | -$165K | ﹤0.01% | 1107 |
|
|
2022
Q3 | $172K | Hold |
2,285
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $185K | Hold |
2,285
| – | – | ﹤0.01% | 657 |
|
|
2022
Q1 | $200K | Hold |
2,285
| – | – | ﹤0.01% | 677 |
|
|
2021
Q4 | $206K | Hold |
2,285
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $191K | Hold |
2,285
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $190K | Hold |
2,285
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $176K | Hold |
2,285
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $175K | Buy |
2,285
+285
| +14% | +$21K | ﹤0.01% | 618 |
|
|
2020
Q3 | $144K | Hold |
2,000
| – | – | ﹤0.01% | 635 |
|
|
2020
Q2 | $138K | Hold |
2,000
| – | – | ﹤0.01% | 617 |
|
|
2020
Q1 | $122K | Hold |
2,000
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $138K | Hold |
2,000
| – | – | ﹤0.01% | 627 |
|
|
2019
Q3 | $122K | Hold |
2,000
| – | – | ﹤0.01% | 645 |
|
|
2019
Q2 | $123K | Hold |
2,000
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $122K | Hold |
2,000
| – | – | ﹤0.01% | 617 |
|
|
2018
Q4 | $113K | Hold |
2,000
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $126K | Hold |
2,000
| – | – | ﹤0.01% | 594 |
|
|
2018
Q2 | $113K | Hold |
2,000
| – | – | ﹤0.01% | 607 |
|
|
2018
Q1 | $111K | Hold |
2,000
| – | – | ﹤0.01% | 624 |
|
|
2017
Q4 | $113K | Hold |
2,000
| – | – | ﹤0.01% | 601 |
|
|
2017
Q3 | $112K | Sell |
2,000
-840
| -30% | -$46.2K | ﹤0.01% | 591 |
|
|
2017
Q2 | $155K | Hold |
2,840
| – | – | 0.01% | 504 |
|
|
2017
Q1 | $146K | Hold |
2,840
| – | – | 0.01% | 514 |
|
|
2016
Q4 | $135K | Hold |
2,840
| – | – | 0.01% | 525 |
|
|
2016
Q3 | $143K | Hold |
2,840
| – | – | 0.01% | 507 |
|
|
2016
Q2 | $143K | Hold |
2,840
| – | – | 0.01% | 509 |
|
|
2016
Q1 | $137K | Hold |
2,840
| – | – | 0.01% | 516 |
|
|
2015
Q4 | $146K | Hold |
2,840
| – | – | 0.01% | 515 |
|
|
2015
Q3 | $140K | Buy |
+2,840
| New | +$153K | 0.01% | 510 |
|
Other funds holding IXJ
RBA
PF
FDCDDQ
Whittier Trust's IXJ Position: Q2 2025 in Review
Whittier Trust sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 285 shares — an estimated $26K sold.
Whittier Trust first reported a position in IXJ in Q3 2015 and held it in 39 quarters. The position peaked at $206K in Q4 2021. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.
- Whittier Trust reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
- Whittier Trust sold 285 iShares Global Healthcare ETF shares in Q2 2025, an estimated $26K.
- Whittier Trust first reported a position in iShares Global Healthcare ETF in Q3 2015 and held it in 39 quarters.
- Whittier Trust's iShares Global Healthcare ETF position peaked at $206K in Q4 2021.
- 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.
Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.