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WR Wealth Planners’s iShares Global Healthcare ETF IXJ Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-79
Closed -$7.75K – 1150
2024
Q3 		$7.75K Hold
79
– – ﹤0.01% 668
2024
Q2 		$7.33K Hold
79
– – ﹤0.01% 648
2024
Q1 		$7.36K Buy
+79
New +$7.15K ﹤0.01% 650

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WR Wealth Planners's IXJ Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 79 shares — an estimated $7.75K sold.

WR Wealth Planners first reported a position in IXJ in Q1 2024 and held it in 3 quarters. The position peaked at $7.75K in Q3 2024. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 79 iShares Global Healthcare ETF shares in Q4 2024, an estimated $7.75K.
  • WR Wealth Planners first reported a position in iShares Global Healthcare ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares Global Healthcare ETF position peaked at $7.75K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.