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Newbridge Financial Services Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Newbridge Financial Services 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 		$18.7K Buy
190
+1
+0.5% +$94 ﹤0.01% 724
2026
Q1 		$17.6K Hold
189
– – ﹤0.01% 668
2025
Q4 		$18.4K Buy
189
+1
+0.5% +$95 ﹤0.01% 658
2025
Q3 		$16.6K Sell
188
-15,365
-99% -$1.33M ﹤0.01% 786
2025
Q2 		$1.34M Sell
15,553
-3,642
-19% -$313K 0.22% 86
2025
Q1 		$1.75M Sell
19,195
-652
-3% -$59.2K 0.42% 53
2024
Q4 		$1.71M Buy
19,847
+2,140
+12% +$198K 0.44% 50
2024
Q3 		$1.74M Buy
17,707
+6,963
+65% +$675K 0.61% 42
2024
Q2 		$997K Buy
10,744
+3,321
+45% +$303K 0.37% 56
2024
Q1 		$691K Buy
7,423
+3,002
+68% +$272K 0.3% 77
2023
Q4 		$383K Buy
4,421
+1,220
+38% +$101K 0.19% 120
2023
Q3 		$264K Buy
3,201
+1,208
+61% +$102K 0.13% 157
2023
Q2 		$169K Buy
1,993
+623
+45% +$53.1K 0.08% 223
2023
Q1 		$114K Buy
1,370
+225
+20% +$18.6K 0.06% 296
2022
Q4 		$97.2K Buy
1,145
+690
+152% +$56.9K 0.06% 304
2022
Q3 		$34K Buy
+455
New +$36.8K 0.02% 554
2020
Q4 		– Sell
-442
Closed -$32K – 1140
2020
Q3 		$32K Buy
+442
New +$31.7K 0.03% 391

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

Newbridge Financial Services Group's IXJ Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Global Healthcare ETF (IXJ) stake by 0.53% in Q2 2026, buying an estimated $94 and bringing the position to 190 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Newbridge Financial Services Group first reported a position in IXJ in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Newbridge Financial Services Group held 190 shares of iShares Global Healthcare ETF worth $18.7K as of Q2 2026.
  • Newbridge Financial Services Group bought 1 iShares Global Healthcare ETF share in Q2 2026, an estimated $94.
  • iShares Global Healthcare ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #724 holding.
  • Newbridge Financial Services Group first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 17 quarters since.
  • Newbridge Financial Services Group's iShares Global Healthcare ETF position peaked at $1.75M in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.