Wilbanks Smith & Thomas Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Wilbanks Smith & Thomas Asset 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
2021 Q1	–	Sell	-22,666	Closed	-$1.73M	–	480
2020 Q4	$1.73M	Sell	22,666 -7,121	-24%	-$524K	0.08%	151
2020 Q3	$2.14M	Buy	+29,787	New	+$2.14M	0.12%	127
2019 Q3	–	Sell	-115,530	Closed	-$7.13M	–	435
2019 Q2	$7.13M	Sell	115,530 -4,239	-4%	-$254K	0.46%	45
2019 Q1	$7.32M	Sell	119,769 -13,722	-10%	-$818K	0.47%	49
2018 Q4	$7.56M	Buy	133,491 +133,369	+109,319%	+$7.98M	0.52%	35
2018 Q3	$8K	Buy	+122	New	+$7.37K	﹤0.01%	1098
2015 Q3	–	Sell	-29,700	Closed	-$1.61M	–	288
2015 Q2	$1.61M	Sell	29,700 -28,800	-49%	-$1.58M	0.16%	93
2015 Q1	$3.15M	Buy	58,500 +24,726	+73%	+$1.3M	0.31%	53
2014 Q4	$1.68M	Buy	+33,774	New	+$1.68M	0.17%	89
2014 Q2	–	Sell	-7,150	Closed	-$326K	–	301
2014 Q1	$326K	Buy	+7,150	New	+$319K	0.04%	210

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IXJ Position: Q1 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 22,666 shares — an estimated $1.73M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IXJ in Q1 2014 and held it in 10 quarters. The position peaked at $7.56M in Q4 2018. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 22,666 iShares Global Healthcare ETF shares in Q1 2021, an estimated $1.73M.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Global Healthcare ETF in Q1 2014 and held it in 10 quarters.
Wilbanks Smith & Thomas Asset Management's iShares Global Healthcare ETF position peaked at $7.56M in Q4 2018.
205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2021, filed 11 May 2021.