Ehrlich Financial Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Ehrlich Financial 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 Q1	–	Sell	-5,805	Closed	-$565K	–	119
2025 Q4	$565K	Sell	5,805 -149	-3%	-$14.1K	0.32%	67
2025 Q3	$528K	Sell	5,954 -208	-3%	-$18K	0.31%	65
2025 Q2	$530K	Buy	6,162 +906	+17%	+$78K	0.34%	62
2025 Q1	$479K	Sell	5,256 -42	-0.8%	-$3.81K	0.35%	60
2024 Q4	$455K	Sell	5,298 -43	-0.8%	-$3.97K	0.32%	60
2024 Q3	$524K	Sell	5,341 -1,462	-21%	-$142K	0.37%	52
2024 Q2	$632K	Sell	6,803 -844	-11%	-$77K	0.5%	42
2024 Q1	$712K	Buy	7,647 +366	+5%	+$33.1K	0.6%	35
2023 Q4	$631K	Buy	+7,281	New	+$603K	0.63%	42

Other funds holding IXJ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $93.1B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return