Whittier Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% -$170K ﹤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% +$21.8K ﹤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% -$47K ﹤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 +$140K 0.01% 510