Envestnet Portfolio Solutions
IXJ icon

Envestnet Portfolio Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-2,528
Closed -$218K – 1520
2025
Q2 		$218K Buy
2,528
+261
+12% +$22.5K ﹤0.01% 1476
2025
Q1 		$207K Sell
2,267
-2,985
-57% -$271K ﹤0.01% 1489
2024
Q4 		$452K Sell
5,252
-228
-4% -$21.1K ﹤0.01% 1292
2024
Q3 		$538K Buy
5,480
+754
+16% +$73.1K ﹤0.01% 1163
2024
Q2 		$439K Sell
4,726
-120
-2% -$11K ﹤0.01% 1195
2024
Q1 		$451K Sell
4,846
-120
-2% -$10.9K ﹤0.01% 1167
2023
Q4 		$431K Buy
4,966
+390
+9% +$32.3K ﹤0.01% 1110
2023
Q3 		$377K Buy
+4,576
New +$388K ﹤0.01% 1113

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions's IXJ Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Global Healthcare ETF (IXJ) in Q3 2025, closing a stake of 2,528 shares — an estimated $218K sold.

Envestnet Portfolio Solutions first reported a position in IXJ in Q3 2023 and held it in 8 quarters. The position peaked at $538K in Q3 2024. 257 funds tracked by Wall St. Rank hold IXJ as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares Global Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,528 iShares Global Healthcare ETF shares in Q3 2025, an estimated $218K.
  • Envestnet Portfolio Solutions first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's iShares Global Healthcare ETF position peaked at $538K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.