Morris Financial Concepts’s iShares Global Healthcare ETF IXJ Stock Holding History

Morris Financial Concepts’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	–	Sell	-25	Closed	-$2.44K	–	198
2025 Q4	$2.44K	Hold	25	–	–	﹤0.01%	190
2025 Q3	$2.22K	Hold	25	–	–	﹤0.01%	193
2025 Q2	$2.15K	Hold	25	–	–	﹤0.01%	192
2025 Q1	$2.28K	Hold	25	–	–	﹤0.01%	192
2024 Q4	$2.15K	Hold	25	–	–	﹤0.01%	178
2024 Q3	$2.45K	Hold	25	–	–	﹤0.01%	186
2024 Q2	$2.32K	Hold	25	–	–	﹤0.01%	154
2024 Q1	$2.33K	Buy	+25	New	+$2.26K	﹤0.01%	156

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morris Financial Concepts's IXJ Position: Q1 2026 in Review

Morris Financial Concepts sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 25 shares — an estimated $2.44K sold.

Morris Financial Concepts first reported a position in IXJ in Q1 2024 and held it in 8 quarters. The position peaked at $2.45K in Q3 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Morris Financial Concepts reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Morris Financial Concepts sold 25 iShares Global Healthcare ETF shares in Q1 2026, an estimated $2.44K.
Morris Financial Concepts first reported a position in iShares Global Healthcare ETF in Q1 2024 and held it in 8 quarters.
Morris Financial Concepts's iShares Global Healthcare ETF position peaked at $2.45K in Q3 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.