IAG
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Ipsen Advisor Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Ipsen Advisor Group’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
Q2 		– Sell
-13,215
Closed -$1.24M – 109
2026
Q1 		$1.24M Buy
13,215
+576
+5% +$56.4K 0.86% 32
2025
Q4 		$1.23M Buy
12,639
+174
+1% +$16.5K 0.87% 33
2025
Q3 		$1.1M Buy
12,465
+523
+4% +$45.2K 0.79% 36
2025
Q2 		$1.03M Buy
11,942
+590
+5% +$50.8K 0.78% 36
2025
Q1 		$1.04M Buy
11,352
+493
+5% +$44.8K 0.89% 32
2024
Q4 		$934K Buy
+10,859
New +$1M 0.8% 34

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ipsen Advisor Group's IXJ Position: Q2 2026 in Review

Ipsen Advisor Group sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 13,215 shares — an estimated $1.24M sold.

Ipsen Advisor Group first reported a position in IXJ in Q4 2024 and held it in 6 quarters. The position peaked at $1.24M in Q1 2026. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Ipsen Advisor Group reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Ipsen Advisor Group sold 13,215 iShares Global Healthcare ETF shares in Q2 2026, an estimated $1.24M.
  • Ipsen Advisor Group first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 6 quarters.
  • Ipsen Advisor Group's iShares Global Healthcare ETF position peaked at $1.24M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.