Harbor Asset Planning
IXJ icon

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
Q3 		$119K Hold
1,163
– – 0.09% 131
2026
Q2 		$114K Hold
1,163
– – 0.09% 134
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

Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Harbor Asset Planning's IXJ Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 1,163 shares worth $119K. 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 6 quarters since. 194 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Harbor Asset Planning held 1,163 shares of iShares Global Healthcare ETF worth $119K as of Q3 2026.
  • Harbor Asset Planning left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
  • iShares Global Healthcare ETF made up 0.09% of Harbor Asset Planning's portfolio in Q3 2026, its #131 holding.
  • Harbor Asset Planning first reported a position in iShares Global Healthcare ETF in Q2 2025 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.