Eldridge Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Eldridge Investment Advisors’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
2025 Q2	–	Sell	-9,988	Closed	-$911K	–	159
2025 Q1	$911K	Buy	9,988 +263	+3%	+$23.9K	0.21%	80
2024 Q4	$836K	Sell	9,725 -39,341	-80%	-$3.64M	0.19%	87
2024 Q3	$4.82M	Sell	49,066 -614	-1%	-$59.5K	1.13%	25
2024 Q2	$4.61M	Sell	49,680 -82	-0.2%	-$7.48K	1.16%	24
2024 Q1	$4.63M	Buy	49,762 +18,240	+58%	+$1.65M	1.19%	21
2023 Q4	$2.73M	Buy	31,522 +2,550	+9%	+$211K	0.72%	32
2023 Q3	$2.39M	Buy	+28,972	New	+$2.46M	0.79%	26

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eldridge Investment Advisors's IXJ Position: Q2 2025 in Review

Eldridge Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 9,988 shares — an estimated $911K sold.

Eldridge Investment Advisors first reported a position in IXJ in Q3 2023 and held it in 7 quarters. The position peaked at $4.82M in Q3 2024. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

Eldridge Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Eldridge Investment Advisors sold 9,988 iShares Global Healthcare ETF shares in Q2 2025, an estimated $911K.
Eldridge Investment Advisors first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 7 quarters.
Eldridge Investment Advisors's iShares Global Healthcare ETF position peaked at $4.82M in Q3 2024.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Eldridge Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.