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 $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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

RBA

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

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

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

Ehrlich Financial Group's IXJ Position: Q1 2026 in Review

Ehrlich Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 5,805 shares — an estimated $565K sold.

Ehrlich Financial Group first reported a position in IXJ in Q4 2023 and held it in 9 quarters. The position peaked at $712K in Q1 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Ehrlich Financial Group reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Ehrlich Financial Group sold 5,805 iShares Global Healthcare ETF shares in Q1 2026, an estimated $565K.
Ehrlich Financial Group first reported a position in iShares Global Healthcare ETF in Q4 2023 and held it in 9 quarters.
Ehrlich Financial Group's iShares Global Healthcare ETF position peaked at $712K in Q1 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.