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Ascent Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Ascent Group’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
2026
Q2 		$440K Buy
+4,468
New +$420K 0.01% 562
2023
Q1 		– Sell
-27,290
Closed -$2.32M – 487
2022
Q4 		$2.32M Buy
+27,290
New +$2.25M 0.27% 105
2022
Q3 		– Sell
-17,822
Closed -$1.49M – 487
2022
Q2 		$1.49M Buy
+17,822
New +$1.49M 0.18% 174

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ascent Group's IXJ Position: Q2 2026 in Review

Ascent Group opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 4,468 shares worth $440K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Ascent Group previously reported a position in IXJ as recently as Q4 2022.

Ascent Group first reported a position in IXJ in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.32M in Q4 2022. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Ascent Group held 4,468 shares of iShares Global Healthcare ETF worth $440K as of Q2 2026.
  • iShares Global Healthcare ETF was a new Ascent Group position in Q2 2026.
  • iShares Global Healthcare ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #562 holding.
  • Ascent Group first reported a position in iShares Global Healthcare ETF in Q2 2022 and has held it in 3 quarters since.
  • Ascent Group's iShares Global Healthcare ETF position peaked at $2.32M in Q4 2022.
  • 302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.