Woodmont Investment Counsel’s iShares Global Healthcare ETF IXJ Stock Holding History

Woodmont Investment Counsel’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
2024 Q3	–	Sell	-1,151,171	Closed	-$26.1M	–	261
2024 Q2	$26.1M	Buy	1,151,171 +1,151,170	+115,117,000%	+$105M	2.13%	8
2024 Q1	$73	Buy	+1	New	+$90	﹤0.01%	366
2016 Q4	–	Sell	-202	Closed	-$10K	–	409
2016 Q3	$10K	Buy	+202	New	+$10.4K	﹤0.01%	468
2016 Q2	–	Sell	-202	Closed	-$10K	–	326
2016 Q1	$10K	Hold	202	–	–	﹤0.01%	415
2015 Q4	$10K	Hold	202	–	–	﹤0.01%	426
2015 Q3	$10K	Hold	202	–	–	﹤0.01%	426
2015 Q2	$11K	Buy	+202	New	+$11.1K	﹤0.01%	419

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Woodmont Investment Counsel's IXJ Position: Q3 2024 in Review

Woodmont Investment Counsel sold out of iShares Global Healthcare ETF (IXJ) in Q3 2024, closing a stake of 1,151,171 shares — an estimated $26.1M sold.

Woodmont Investment Counsel first reported a position in IXJ in Q2 2015 and held it in 7 quarters. The position peaked at $26.1M in Q2 2024. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

Woodmont Investment Counsel reported no remaining iShares Global Healthcare ETF position as of Q3 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 1,151,171 iShares Global Healthcare ETF shares in Q3 2024, an estimated $26.1M.
Woodmont Investment Counsel first reported a position in iShares Global Healthcare ETF in Q2 2015 and held it in 7 quarters.
Woodmont Investment Counsel's iShares Global Healthcare ETF position peaked at $26.1M in Q2 2024.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on Woodmont Investment Counsel's 13F filing for Q3 2024, filed 31 Oct 2024.