Apexium Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Apexium Financial’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	$3.7M	Sell	41,751 -375	-0.9%	-$32.4K	0.18%	64
2025 Q2	$3.63M	Sell	42,126 -307	-0.7%	-$26.4K	0.19%	62
2025 Q1	$3.87M	Buy	42,433 +833	+2%	+$75.7K	0.23%	53
2024 Q4	$3.58M	Buy	41,600 +220	+0.5%	+$20.3K	0.22%	52
2024 Q3	$4.06M	Sell	41,380 -320	-0.8%	-$31K	0.27%	42
2024 Q2	$3.87M	Sell	41,700 -798	-2%	-$72.8K	0.28%	42
2024 Q1	$3.96M	Buy	42,498 +367	+0.9%	+$33.2K	0.3%	41
2023 Q4	$3.65M	Sell	42,131 -379	-0.9%	-$31.4K	0.26%	51
2023 Q3	$3.5M	Buy	42,510 +125	+0.3%	+$10.6K	0.35%	39
2023 Q2	$3.6M	Sell	42,385 -4,064	-9%	-$347K	0.32%	38
2023 Q1	$3.87M	Sell	46,449 -455	-1%	-$37.7K	0.38%	36
2022 Q4	$3.98M	Sell	46,904 -265	-0.6%	-$21.9K	0.41%	31
2022 Q3	$3.55M	Buy	+47,169	New	+$3.82M	0.44%	31

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's IXJ Position: Q3 2025 in Review

Apexium Financial reduced its iShares Global Healthcare ETF (IXJ) stake by 0.89% in Q3 2025, selling an estimated $32.4K and leaving 41,751 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #64.

Apexium Financial first reported a position in IXJ in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.06M in Q3 2024. 257 funds tracked by Wall St. Rank hold IXJ as of Q3 2025.

Apexium Financial held 41,751 shares of iShares Global Healthcare ETF worth $3.7M as of Q3 2025.
Apexium Financial sold 375 iShares Global Healthcare ETF shares in Q3 2025, an estimated $32.4K.
iShares Global Healthcare ETF made up 0.18% of Apexium Financial's portfolio in Q3 2025, its #64 holding.
Apexium Financial first reported a position in iShares Global Healthcare ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's iShares Global Healthcare ETF position peaked at $4.06M in Q3 2024.
257 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.