Wolff Wiese Magana’s iShares Global Healthcare ETF IXJ Stock Holding History

Wolff Wiese Magana’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
2023 Q4	–	Sell	-159	Closed	-$13.1K	–	795
2023 Q3	$13.1K	Hold	159	–	–	0.01%	319
2023 Q2	$13.5K	Buy	159 +1	+0.6%	+$85	0.01%	317
2023 Q1	$13.2K	Hold	158	–	–	0.01%	317
2022 Q4	$13.4K	Sell	158 -559	-78%	-$46.1K	0.01%	309
2022 Q3	$54K	Buy	717 +2	+0.3%	+$162	0.04%	230
2022 Q2	$58K	Hold	715	–	–	0.04%	229
2022 Q1	$62K	Buy	715 +12	+2%	+$1.01K	0.04%	234
2021 Q4	$64K	Buy	703 +29	+4%	+$2.51K	0.04%	246
2021 Q3	$56K	Buy	674 +52	+8%	+$4.5K	0.04%	260
2021 Q2	$52K	Hold	622	–	–	0.04%	276
2021 Q1	$48K	Sell	622 -86	-12%	-$6.62K	0.04%	282
2020 Q4	$54K	Buy	+708	New	+$52.1K	0.05%	251

Other funds holding IXJ

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

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

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

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Wolff Wiese Magana's IXJ Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 159 shares — an estimated $13.1K sold.

Wolff Wiese Magana first reported a position in IXJ in Q4 2020 and held it in 12 quarters. The position peaked at $64K in Q4 2021. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

Wolff Wiese Magana reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 159 iShares Global Healthcare ETF shares in Q4 2023, an estimated $13.1K.
Wolff Wiese Magana first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's iShares Global Healthcare ETF position peaked at $64K in Q4 2021.
261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.