Jones Financial Companies
IXJ icon

Jones Financial Companies’s iShares Global Healthcare ETF IXJ Stock Holding History

Jones Financial Companies’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 		$1.68M Buy
18,389
+3,529
+24% +$346K ﹤0.01% 1502
2025
Q4 		$1.45M Buy
14,860
+2,344
+19% +$222K ﹤0.01% 1087
2025
Q3 		$1.08M Buy
12,516
+1,772
+16% +$153K ﹤0.01% 1101
2025
Q2 		$920K Buy
10,744
+2,033
+23% +$175K ﹤0.01% 1034
2025
Q1 		$791K Buy
8,711
+1,310
+18% +$119K ﹤0.01% 952
2024
Q4 		$636K Buy
7,401
+1,878
+34% +$174K ﹤0.01% 896
2024
Q3 		$540K Buy
5,523
+1,292
+31% +$125K ﹤0.01% 795
2024
Q2 		$393K Buy
4,231
+3,831
+958% +$350K ﹤0.01% 625
2024
Q1 		$37.3K Buy
400
+350
+700% +$31.7K ﹤0.01% 784
2023
Q4 		$4.34K Buy
+50
New +$4.14K ﹤0.01% 778
2022
Q1 		– Sell
-1,334
Closed -$121K – 765
2021
Q4 		$121K Buy
+1,334
New +$115K ﹤0.01% 293

Other funds holding IXJ

BlackRock
BlackRock New York $5.7T 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 $93.1B 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return