East Coast Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

East Coast Asset Management’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	$390K	Sell	3,963 -230	-5%	-$21.6K	0.12%	48
2026 Q1	$392K	Hold	4,193	–	–	0.13%	48
2025 Q4	$408K	Hold	4,193	–	–	0.12%	49
2025 Q3	$372K	Sell	4,193 -278	-6%	-$24K	0.12%	50
2025 Q2	$385K	Hold	4,471	–	–	0.13%	53
2025 Q1	$408K	Hold	4,471	–	–	0.14%	47
2024 Q4	$384K	Hold	4,471	–	–	0.13%	49
2024 Q3	$439K	Hold	4,471	–	–	0.15%	48
2024 Q2	$415K	Hold	4,471	–	–	0.15%	46
2024 Q1	$417K	Hold	4,471	–	–	0.15%	49
2023 Q4	$388K	Hold	4,471	–	–	0.16%	48
2023 Q3	$369K	Hold	4,471	–	–	0.17%	47
2023 Q2	$380K	Hold	4,471	–	–	0.17%	48
2023 Q1	$373K	Hold	4,471	–	–	0.16%	49
2022 Q4	$380K	Hold	4,471	–	–	0.19%	48
2022 Q3	$337K	Hold	4,471	–	–	0.19%	47
2022 Q2	$363K	Hold	4,471	–	–	0.17%	47
2022 Q1	$392K	Sell	4,471 -320	-7%	-$27.1K	0.09%	49
2021 Q4	$433K	Hold	4,791	–	–	0.1%	47
2021 Q3	$401K	Sell	4,791 -60	-1%	-$5.19K	0.09%	48
2021 Q2	$403K	Hold	4,851	–	–	0.09%	47
2021 Q1	$374K	Hold	4,851	–	–	0.1%	46
2020 Q4	$371K	Hold	4,851	–	–	0.11%	46
2020 Q3	$348K	Hold	4,851	–	–	0.12%	47
2020 Q2	$334K	Hold	4,851	–	–	0.1%	53
2020 Q1	$296K	Sell	4,851 -1,750	-27%	-$115K	0.12%	49
2019 Q4	$454K	Sell	6,601 -300	-4%	-$19.5K	0.13%	52
2019 Q3	$422K	Sell	6,901 -194	-3%	-$11.9K	0.12%	54
2019 Q2	$438K	Buy	7,095 +1	+0%	+$60	0.12%	53
2019 Q1	$433K	Buy	7,094 +2	+0%	+$119	0.11%	55
2018 Q4	$402K	Sell	7,092 -397	-5%	-$23.8K	0.12%	55
2018 Q3	$472K	Buy	7,489 +216	+3%	+$13K	0.12%	55
2018 Q2	$411K	Sell	7,273 -361	-5%	-$20.4K	0.11%	57
2018 Q1	$425K	Sell	7,634 -2,670	-26%	-$154K	0.12%	59
2017 Q4	$580K	Sell	10,304 -2,410	-19%	-$136K	0.16%	61
2017 Q3	$715K	Sell	12,714 -2,230	-15%	-$123K	0.19%	64
2017 Q2	$817K	Sell	14,944 -584	-4%	-$31K	0.22%	61
2017 Q1	$798K	Sell	15,528 -866	-5%	-$43.4K	0.22%	62
2016 Q4	$777K	Sell	16,394 -328	-2%	-$15.7K	0.23%	62
2016 Q3	$842K	Hold	16,722	–	–	0.44%	58
2016 Q2	$844K	Sell	16,722 -670	-4%	-$33.4K	0.46%	56
2016 Q1	$837K	Buy	17,392 +2	+0%	+$95	0.44%	61
2015 Q4	$892K	Buy	17,390 +10	+0.1%	+$514	0.49%	59
2015 Q3	$856K	Sell	17,380 -220	-1%	-$11.9K	0.53%	57
2015 Q2	$957K	Sell	17,600 -1,204	-6%	-$66.2K	0.51%	61
2015 Q1	$1.01M	Buy	18,804 +828	+5%	+$43.4K	0.54%	58
2014 Q4	$895K	Sell	17,976 -108	-0.6%	-$5.37K	0.49%	65
2014 Q3	$883K	Buy	18,084 +128	+0.7%	+$6.13K	0.5%	62
2014 Q2	$847K	Sell	17,956 -440	-2%	-$20.2K	0.47%	63
2014 Q1	$838K	Sell	18,396 -1,026	-5%	-$45.8K	0.49%	61
2013 Q4	$836K	Sell	19,422 -566	-3%	-$23.5K	0.49%	61
2013 Q3	$794K	Sell	19,988 -3,038	-13%	-$119K	0.52%	64
2013 Q2	$854K	Buy	+23,026	New	+$878K	0.46%	61

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

East Coast Asset Management's IXJ Position: Q2 2026 in Review

East Coast Asset Management reduced its iShares Global Healthcare ETF (IXJ) stake by 5.5% in Q2 2026, selling an estimated $21.6K and leaving 3,963 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #48.

East Coast Asset Management first reported a position in IXJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.01M in Q1 2015. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

East Coast Asset Management held 3,963 shares of iShares Global Healthcare ETF worth $390K as of Q2 2026.
East Coast Asset Management sold 230 iShares Global Healthcare ETF shares in Q2 2026, an estimated $21.6K.
iShares Global Healthcare ETF made up 0.12% of East Coast Asset Management's portfolio in Q2 2026, its #48 holding.
East Coast Asset Management first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 53 quarters since.
East Coast Asset Management's iShares Global Healthcare ETF position peaked at $1.01M in Q1 2015.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on East Coast Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.