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Essential Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Essential Partners’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
-29
Closed -$2.83K – 2925
2025
Q4 		$2.83K Buy
+29
New +$2.74K ﹤0.01% 1674

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Essential Partners's IXJ Position: Q1 2026 in Review

Essential Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 29 shares — an estimated $2.83K sold.

Essential Partners first reported a position in IXJ in Q4 2025 and held it in 1 quarter. The position peaked at $2.83K in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Essential Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 29 iShares Global Healthcare ETF shares in Q1 2026, an estimated $2.83K.
  • Essential Partners first reported a position in iShares Global Healthcare ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's iShares Global Healthcare ETF position peaked at $2.83K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.