Number of Shares
24,851.00
Current Holdings Value*
$2.27 Mil
% of Portfolio
0.91%
Total Estimate Gain
$-129,225.20
% of Total Estimate Gain
-5.73%

ACCESS FINANCIAL SERVICES, INC.'s iShares Global Healthcare ETF Holding Summary

As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 24,851.00 shares of iShares Global Healthcare ETF(IXJ), totaling $2.27 Mil. This investment constitutes 0.91% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.06% of the outstanding iShares Global Healthcare ETF(IXJ) stock.

The initial trade took place in 2025Q1. And since then ACCESS FINANCIAL SERVICES, INC. has made 1 purchases of IXJ, at an average price of $90.82, for a total of 24,851.00 shares. Based on historical transaction data and IXJ's current price of $85.62, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his IXJ holdings is $-129,225.20, reflecting a -5.73% gain to date.

ACCESS FINANCIAL SERVICES, INC. IXJ ($85.62) Holding Chart

ACCESS FINANCIAL SERVICES, INC. IXJ ($85.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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