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Winslow Evans & Crocker’s iShares Global Healthcare ETF IXJ Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$34K Hold
450
– – 0.01% 677
2020
Q3 		$32K Hold
450
– – 0.01% 539
2020
Q2 		$31K Hold
450
– – 0.01% 533
2020
Q1 		$28K Hold
450
– – 0.01% 521
2019
Q4 		$32K Hold
450
– – 0.01% 587
2019
Q3 		$28K Sell
450
-200
-31% -$12.2K 0.01% 602
2019
Q2 		$42K Hold
650
– – 0.01% 545
2019
Q1 		$40K Sell
650
-30
-4% -$1.79K 0.01% 540
2018
Q4 		$40K Hold
680
– – 0.01% 500
2018
Q3 		$44K Hold
680
– – 0.01% 508
2018
Q2 		$40K Hold
680
– – 0.01% 542
2018
Q1 		$37.9K Sell
680
-520
-43% -$29.9K 0.01% 537
2017
Q4 		$67.5K Sell
1,200
-180
-13% -$10.1K 0.02% 435
2017
Q3 		$77.6K Sell
1,380
-1,474
-52% -$81.1K 0.03% 398
2017
Q2 		$154K Sell
2,854
-1,226
-30% -$65.1K 0.04% 352
2017
Q1 		$210K Sell
4,080
-14,468
-78% -$724K 0.07% 290
2016
Q4 		$879K Sell
18,548
-940
-5% -$45.1K 0.27% 84
2016
Q3 		$982K Sell
19,488
-964
-5% -$49.5K 0.28% 78
2016
Q2 		$1.03M Sell
20,452
-1,748
-8% -$87.2K 0.31% 76
2016
Q1 		$1.07M Sell
22,200
-564
-2% -$26.9K 0.32% 74
2015
Q4 		$1.17M Sell
22,764
-276
-1% -$14.2K 0.33% 69
2015
Q3 		$1.13M Buy
23,040
+476
+2% +$25.7K 0.36% 59
2015
Q2 		$1.23M Buy
22,564
+600
+3% +$33K 0.35% 61
2015
Q1 		$1.18M Buy
21,964
+1,784
+9% +$93.5K 0.34% 64
2014
Q4 		$1M Hold
20,180
– – 0.29% 82
2014
Q3 		$986K Buy
20,180
+1,852
+10% +$88.6K 0.28% 87
2014
Q2 		$864K Hold
18,328
– – 0.29% 98
2014
Q1 		$835K Buy
18,328
+22
+0.1% +$982 0.29% 83
2013
Q4 		$788K Buy
+18,306
New +$761K 0.27% 91

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's IXJ Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares Global Healthcare ETF (IXJ) position steady in Q4 2020 at 450 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #677.

Winslow Evans & Crocker first reported a position in IXJ in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.23M in Q2 2015. 210 funds tracked by Wall St. Rank hold IXJ as of Q4 2020.

  • Winslow Evans & Crocker held 450 shares of iShares Global Healthcare ETF worth $34K as of Q4 2020.
  • Winslow Evans & Crocker left its iShares Global Healthcare ETF share count unchanged in Q4 2020.
  • iShares Global Healthcare ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #677 holding.
  • Winslow Evans & Crocker first reported a position in iShares Global Healthcare ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares Global Healthcare ETF position peaked at $1.23M in Q2 2015.
  • 210 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.