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

Geneva 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	-2,405	Closed	-$234K	–	71
2025 Q4	$234K	Buy	+2,405	New	+$228K	0.08%	69
2022 Q1	–	Sell	-2,679	Closed	-$242K	–	100
2021 Q4	$242K	Buy	+2,679	New	+$232K	0.11%	89
2021 Q1	–	Sell	-4,725	Closed	-$361K	–	92
2020 Q4	$361K	Sell	4,725 -4,044	-46%	-$298K	0.19%	83
2020 Q3	$630K	Buy	8,769 +766	+10%	+$54.9K	0.39%	52
2020 Q2	$550K	Buy	+8,003	New	+$540K	0.39%	54

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geneva Partners's IXJ Position: Q1 2026 in Review

Geneva Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 2,405 shares — an estimated $234K sold.

Geneva Partners first reported a position in IXJ in Q2 2020 and held it in 5 quarters. The position peaked at $630K in Q3 2020. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Geneva Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Geneva Partners sold 2,405 iShares Global Healthcare ETF shares in Q1 2026, an estimated $234K.
Geneva Partners first reported a position in iShares Global Healthcare ETF in Q2 2020 and held it in 5 quarters.
Geneva Partners's iShares Global Healthcare ETF position peaked at $630K in Q3 2020.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.