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Harbor Asset Planning’s iShares Global Healthcare ETF IXJ Stock Holding History

Harbor Asset Planning’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 		$109K Hold
1,163
– – 0.09% 131
2025
Q4 		$113K Hold
1,163
– – 0.1% 124
2025
Q3 		$103K Sell
1,163
-120
-9% -$10.4K 0.09% 133
2025
Q2 		$110K Buy
+1,283
New +$110K 0.11% 123

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

Harbor Asset Planning's IXJ Position: Q1 2026 in Review

Harbor Asset Planning held its iShares Global Healthcare ETF (IXJ) position steady in Q1 2026 at 1,163 shares worth $109K. The position accounts for 0.09% of the portfolio, ranked #131.

Harbor Asset Planning first reported a position in IXJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $113K in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Harbor Asset Planning held 1,163 shares of iShares Global Healthcare ETF worth $109K as of Q1 2026.
  • Harbor Asset Planning left its iShares Global Healthcare ETF share count unchanged in Q1 2026.
  • iShares Global Healthcare ETF made up 0.09% of Harbor Asset Planning's portfolio in Q1 2026, its #131 holding.
  • Harbor Asset Planning first reported a position in iShares Global Healthcare ETF in Q2 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's iShares Global Healthcare ETF position peaked at $113K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.