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
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 $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc's IXJ Position: Q1 2026 in Review

AssetMark Inc increased its iShares Global Healthcare ETF (IXJ) stake by 23% in Q1 2026, buying an estimated $1.67K and bringing the position to 92 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

AssetMark Inc first reported a position in IXJ in Q4 2014 and has held it in 20 quarters since. The position peaked at $138M in Q4 2022. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • AssetMark Inc held 92 shares of iShares Global Healthcare ETF worth $8.61K as of Q1 2026.
  • AssetMark Inc bought 17 iShares Global Healthcare ETF shares in Q1 2026, an estimated $1.67K.
  • iShares Global Healthcare ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2367 holding.
  • AssetMark Inc first reported a position in iShares Global Healthcare ETF in Q4 2014 and has held it in 20 quarters since.
  • AssetMark Inc's iShares Global Healthcare ETF position peaked at $138M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.