Marotta Asset Management
IXJ icon

Marotta Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Marotta Asset Management’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 		$1.93M Hold
18,891
– – 0.33% 47
2026
Q2 		$1.86M Sell
18,891
-758
-4% -$71.3K 0.31% 48
2026
Q1 		$1.86M Hold
19,649
– – 0.34% 45
2025
Q4 		$1.91M Sell
19,649
-368
-2% -$34.8K 0.35% 48
2025
Q3 		$1.84M Sell
20,017
-754
-4% -$65.2K 0.35% 49
2025
Q2 		$1.79M Sell
20,771
-2,545
-11% -$219K 0.36% 48
2025
Q1 		$2.29M Buy
23,316
+746
+3% +$67.7K 0.45% 42
2024
Q4 		$1.94M Sell
22,570
-746
-3% -$68.9K 0.41% 46
2024
Q3 		$2.29M Sell
23,316
-783
-3% -$75.9K 0.45% 42
2024
Q2 		$2.23M Sell
24,099
-498
-2% -$45.4K 0.46% 43
2024
Q1 		$2.29M Sell
24,597
-82
-0.3% -$7.42K 0.47% 39
2023
Q4 		$2.14M Hold
24,679
– – 0.46% 40
2023
Q3 		$2.03M Hold
24,679
– – 0.47% 38
2023
Q2 		$2.1M Buy
+24,679
New +$2.1M 0.47% 37
2022
Q4 		$2.11M Sell
24,914
-380
-2% -$31.3K 0.51% 38
2022
Q3 		$1.91M Sell
25,294
-862
-3% -$69.7K 0.5% 39
2022
Q2 		$2.14M Sell
26,156
-389
-1% -$32.5K 0.53% 38
2022
Q1 		$2.33M Sell
26,545
-102
-0.4% -$8.63K 0.54% 35
2021
Q4 		$2.41M Sell
26,647
-220
-0.8% -$19K 0.55% 35
2021
Q3 		$2.25M Sell
26,867
-419
-2% -$36.2K 0.54% 35
2021
Q2 		$2.28M Sell
27,286
-153
-0.6% -$12.4K 0.55% 35
2021
Q1 		$2.12M Sell
27,439
-27
-0.1% -$2.08K 0.54% 34
2020
Q4 		$2.1M Sell
27,466
-567
-2% -$41.7K 0.55% 36
2020
Q3 		$2.01M Sell
28,033
-604
-2% -$43.3K 0.61% 37
2020
Q2 		$1.97M Sell
28,637
-899
-3% -$60.7K 0.63% 36
2020
Q1 		$1.73M Sell
29,536
-546
-2% -$36K 0.67% 36
2019
Q4 		$2.05M Buy
+30,082
New +$1.95M 0.63% 37

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Marotta Asset Management's IXJ Position: Q3 2026 in Review

Marotta Asset Management held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 18,891 shares worth $1.93M. The position accounts for 0.33% of the portfolio, ranked #47.

Marotta Asset Management first reported a position in IXJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.41M in Q4 2021. 200 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Marotta Asset Management held 18,891 shares of iShares Global Healthcare ETF worth $1.93M as of Q3 2026.
  • Marotta Asset Management left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
  • iShares Global Healthcare ETF made up 0.33% of Marotta Asset Management's portfolio in Q3 2026, its #47 holding.
  • Marotta Asset Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • Marotta Asset Management's iShares Global Healthcare ETF position peaked at $2.41M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.