Bradley Foster & Sargent’s iShares Global Healthcare ETF IXJ Stock Holding History

Bradley Foster & Sargent’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	$322K	Hold	3,272	–	–	﹤0.01%	469
2026 Q1	$306K	Hold	3,272	–	–	﹤0.01%	452
2025 Q4	$319K	Hold	3,272	–	–	﹤0.01%	453
2025 Q3	$290K	Hold	3,272	–	–	﹤0.01%	469
2025 Q2	$282K	Hold	3,272	–	–	﹤0.01%	468
2025 Q1	$298K	Sell	3,272 -75	-2%	-$6.81K	0.01%	403
2024 Q4	$288K	Hold	3,347	–	–	﹤0.01%	417
2024 Q3	$329K	Sell	3,347 -500	-13%	-$48.5K	0.01%	403
2024 Q2	$357K	Hold	3,847	–	–	0.01%	386
2024 Q1	$358K	Hold	3,847	–	–	0.01%	379
2023 Q4	$334K	Sell	3,847 -254	-6%	-$21.1K	0.01%	384
2023 Q3	$349K	Hold	4,101	–	–	0.01%	376
2023 Q2	$349K	Hold	4,101	–	–	0.01%	376
2023 Q1	$342K	Sell	4,101 -125	-3%	-$10.4K	0.01%	364
2022 Q4	$359K	Hold	4,226	–	–	0.01%	356
2022 Q3	$318K	Hold	4,226	–	–	0.01%	360
2022 Q2	$343K	Hold	4,226	–	–	0.01%	363
2022 Q1	$370K	Buy	+4,226	New	+$358K	0.01%	384

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bradley Foster & Sargent's IXJ Position: Q2 2026 in Review

Bradley Foster & Sargent held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 3,272 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Bradley Foster & Sargent first reported a position in IXJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $370K in Q1 2022. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Bradley Foster & Sargent held 3,272 shares of iShares Global Healthcare ETF worth $322K as of Q2 2026.
Bradley Foster & Sargent left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #469 holding.
Bradley Foster & Sargent first reported a position in iShares Global Healthcare ETF in Q1 2022 and has held it in 18 quarters since.
Bradley Foster & Sargent's iShares Global Healthcare ETF position peaked at $370K in Q1 2022.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.