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Evelyn Partners Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Evelyn Partners Asset Management’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 		$47.5K Hold
508
– – 0.01% 174
2025
Q4 		$49.5K Hold
508
– – 0.01% 154
2025
Q3 		$45K Hold
508
– – 0.01% 157
2025
Q2 		$43.7K Hold
508
– – 0.01% 138
2025
Q1 		$46.3K Hold
508
– – 0.01% 138
2024
Q4 		$43.7K Buy
+508
New +$46.9K 0.01% 140

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evelyn Partners Asset Management's IXJ Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares Global Healthcare ETF (IXJ) position steady in Q1 2026 at 508 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #174.

Evelyn Partners Asset Management first reported a position in IXJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.5K in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Evelyn Partners Asset Management held 508 shares of iShares Global Healthcare ETF worth $47.5K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares Global Healthcare ETF share count unchanged in Q1 2026.
  • iShares Global Healthcare ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #174 holding.
  • Evelyn Partners Asset Management first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's iShares Global Healthcare ETF position peaked at $49.5K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.