Access Financial Services
IXJ icon

Access Financial Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Access Financial Services’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
2025
Q3 		– Sell
-25,082
Closed -$2.16M – 106
2025
Q2 		$2.16M Buy
25,082
+231
+0.9% +$19.9K 0.82% 16
2025
Q1 		$2.27M Buy
+24,851
New +$2.26M 0.91% 15

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Richard Bernstein Advisors
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Phoenix Financial
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Ameriprise
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Access Financial Services's IXJ Position: Q3 2025 in Review

Access Financial Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2025, closing a stake of 25,082 shares — an estimated $2.16M sold.

Access Financial Services first reported a position in IXJ in Q1 2025 and held it in 2 quarters. The position peaked at $2.27M in Q1 2025. 258 funds tracked by Wall St. Rank hold IXJ as of Q3 2025.

  • Access Financial Services reported no remaining iShares Global Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Access Financial Services sold 25,082 iShares Global Healthcare ETF shares in Q3 2025, an estimated $2.16M.
  • Access Financial Services first reported a position in iShares Global Healthcare ETF in Q1 2025 and held it in 2 quarters.
  • Access Financial Services's iShares Global Healthcare ETF position peaked at $2.27M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2025.

Based on Access Financial Services's 13F filing for Q3 2025, filed 20 Oct 2025.