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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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Marotta Asset Management's IXJ Position: Q2 2026 in Review

Marotta Asset Management reduced its iShares Global Healthcare ETF (IXJ) stake by 3.9% in Q2 2026, selling an estimated $71.3K and leaving 18,891 shares worth $1.86M. The position accounts for 0.31% of the portfolio, ranked #48.

Marotta Asset Management first reported a position in IXJ in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.41M in Q4 2021. 135 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Marotta Asset Management held 18,891 shares of iShares Global Healthcare ETF worth $1.86M as of Q2 2026.
  • Marotta Asset Management sold 758 iShares Global Healthcare ETF shares in Q2 2026, an estimated $71.3K.
  • iShares Global Healthcare ETF made up 0.31% of Marotta Asset Management's portfolio in Q2 2026, its #48 holding.
  • Marotta Asset Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 26 quarters since.
  • Marotta Asset Management's iShares Global Healthcare ETF position peaked at $2.41M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.