AssetMark Inc
IXJ icon

AssetMark Inc’s iShares Global Healthcare ETF IXJ Stock Holding History

AssetMark Inc’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 		$77.4M Buy
786,480
+786,388
+854,770% +$74M 0.13% 138
2026
Q1 		$8.61K Buy
92
+17
+23% +$1.67K ﹤0.01% 2367
2025
Q4 		$7.3K Buy
75
+36
+92% +$3.41K ﹤0.01% 2338
2025
Q3 		$3.46K Buy
+39
New +$3.37K ﹤0.01% 2454
2025
Q2 		– Sell
-9
Closed -$821 – 3073
2025
Q1 		$821 Buy
+9
New +$817 ﹤0.01% 2329
2023
Q3 		– Sell
-1
Closed -$85 – 1777
2023
Q2 		$85 Sell
1
-92
-99% -$7.85K ﹤0.01% 1539
2023
Q1 		$7.75K Sell
93
-1,623,366
-100% -$135M ﹤0.01% 1286
2022
Q4 		$138M Buy
1,623,459
+1,623,363
+1,691,003% +$134M 0.6% 41
2022
Q3 		$7K Buy
+96
New +$7.77K ﹤0.01% 1266
2020
Q4 		– Sell
-25
Closed -$2K – 1443
2020
Q3 		$2K Buy
+25
New +$1.79K ﹤0.01% 1124
2017
Q4 		– Sell
-40
Closed -$2K – 1992
2017
Q3 		$2K Hold
40
– – ﹤0.01% 1274
2017
Q2 		$2K Hold
40
– – ﹤0.01% 1225
2017
Q1 		$2K Hold
40
– – ﹤0.01% 1137
2016
Q4 		$2K Sell
40
-1,891,032
-100% -$90.7M ﹤0.01% 1138
2016
Q3 		$95.3M Sell
1,891,072
-168,378
-8% -$8.65M 1.45% 16
2016
Q2 		$104M Sell
2,059,450
-244,234
-11% -$12.2M 1.75% 7
2016
Q1 		$111M Buy
+2,303,684
New +$110M 1.94% 11
2015
Q4 		– Sell
-1,356,884
Closed -$66.8M – 1429
2015
Q3 		$66.8M Sell
1,356,884
-434,544
-24% -$23.4M 1.39% 24
2015
Q2 		$97.4M Buy
1,791,428
+271,386
+18% +$14.9M 2.03% 13
2015
Q1 		$81.9M Buy
1,520,042
+998,290
+191% +$52.3M 1.75% 14
2014
Q4 		$26M Buy
+521,752
New +$25.9M 0.56% 44

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc's IXJ Position: Q2 2026 in Review

AssetMark Inc increased its iShares Global Healthcare ETF (IXJ) stake by 854,770% in Q2 2026, buying an estimated $74M and bringing the position to 786,480 shares worth $77.4M. The position accounts for 0.13% of the portfolio, ranked #138.

AssetMark Inc first reported a position in IXJ in Q4 2014 and has held it in 21 quarters since. The position peaked at $138M in Q4 2022. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • AssetMark Inc held 786,480 shares of iShares Global Healthcare ETF worth $77.4M as of Q2 2026.
  • AssetMark Inc bought 786,388 iShares Global Healthcare ETF shares in Q2 2026, an estimated $74M.
  • iShares Global Healthcare ETF made up 0.13% of AssetMark Inc's portfolio in Q2 2026, its #138 holding.
  • AssetMark Inc first reported a position in iShares Global Healthcare ETF in Q4 2014 and has held it in 21 quarters since.
  • AssetMark Inc's iShares Global Healthcare ETF position peaked at $138M in Q4 2022.
  • 302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.