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EP Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

EP Wealth 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
2026
Q2 		$426K Sell
4,332
-117
-3% -$11K ﹤0.01% 1104
2026
Q1 		$416K Buy
4,449
+100
+2% +$9.79K ﹤0.01% 989
2025
Q4 		$424K Buy
+4,349
New +$411K ﹤0.01% 955
2025
Q2 		$378K Sell
4,388
-131
-3% -$11.3K ﹤0.01% 907
2025
Q1 		$412K Buy
4,519
+210
+5% +$19.1K ﹤0.01% 777
2024
Q4 		$370K Buy
4,309
+2
+0% +$185 ﹤0.01% 784
2024
Q3 		$423K Buy
4,307
+170
+4% +$16.5K ﹤0.01% 742
2024
Q2 		$384K Hold
4,137
– – ﹤0.01% 594
2024
Q1 		$385K Sell
4,137
-258
-6% -$23.3K ﹤0.01% 571
2023
Q4 		$381K Buy
4,395
+520
+13% +$43.1K ﹤0.01% 560
2023
Q3 		$319K Sell
3,875
-287,417
-99% -$24.4M 0.01% 548
2023
Q2 		$444K Buy
291,292
+287,647
+7,892% +$24.5M 0.01% 491
2023
Q1 		$506K Buy
3,645
+182
+5% +$15.1K 0.01% 399
2022
Q4 		$294K Buy
+3,463
New +$286K 0.01% 472
2022
Q3 		– Sell
-3,240
Closed -$263K – 480
2022
Q2 		$263K Sell
3,240
-70
-2% -$5.85K 0.01% 515
2022
Q1 		$290K Sell
3,310
-710
-18% -$60.1K 0.01% 497
2021
Q4 		$363K Buy
4,020
+610
+18% +$52.7K 0.01% 424
2021
Q3 		$286K Buy
3,410
+186
+6% +$16.1K 0.01% 442
2021
Q2 		$268K Sell
3,224
-141
-4% -$11.4K 0.01% 463
2021
Q1 		$259K Sell
3,365
-109
-3% -$8.39K 0.01% 430
2020
Q4 		$266K Sell
3,474
-250
-7% -$18.4K 0.01% 364
2020
Q3 		$267K Hold
3,724
– – 0.01% 305
2020
Q2 		$256K Sell
3,724
-484
-12% -$32.7K 0.01% 332
2020
Q1 		$256K Sell
4,208
-770
-15% -$50.8K 0.01% 325
2019
Q4 		$342K Sell
4,978
-1,636
-25% -$106K 0.01% 316
2019
Q3 		$404K Sell
6,614
-442
-6% -$27K 0.02% 239
2019
Q2 		$435K Buy
+7,056
New +$423K 0.03% 204

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's IXJ Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 2.6% in Q2 2026, selling an estimated $11K and leaving 4,332 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

EP Wealth Advisors first reported a position in IXJ in Q2 2019 and has held it in 27 quarters since. The position peaked at $506K in Q1 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • EP Wealth Advisors held 4,332 shares of iShares Global Healthcare ETF worth $426K as of Q2 2026.
  • EP Wealth Advisors sold 117 iShares Global Healthcare ETF shares in Q2 2026, an estimated $11K.
  • iShares Global Healthcare ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1104 holding.
  • EP Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q2 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's iShares Global Healthcare ETF position peaked at $506K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.