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iShares S&P Global Healthcare Sect. shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of iShares S&P Global Healthcare Sect. (IXJ) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in iShares S&P Global Healthcare Sect.

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Healthcare Sect. held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Healthcare Sect. by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $253k 2.6k 98.15
2024-06-30 $238k 2.6k 92.84
2024-03-31 $252k 2.7k 93.15

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding iShares S&P Global Healthcare Sect.

BlackRock
BlackRock
Fisher Investments
Bank of America Corporation
Richard Bernstein Advisors
Phoenix Holdings
Jpmorgan Chase & Co
Morgan Stanley
Federation des caisses Desjardins du Quebec
Royal Bank of Canada
Envestnet Asset Management
Wells Fargo & Company
Royal Fund Management
LPL Financial
HighTower Advisors

View all funds holding iShares S&P Global Healthcare Sect.