Newbridge Financial Services Group
IXJ icon

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
Q3 		$73.8K Buy
723
+533
+281% +$54.5K 0.01% 377
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

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Newbridge Financial Services Group's IXJ Position: Q3 2026 in Review

Newbridge Financial Services Group increased its iShares Global Healthcare ETF (IXJ) stake by 281% in Q3 2026, buying an estimated $54.5K and bringing the position to 723 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #377.

Newbridge Financial Services Group first reported a position in IXJ in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.75M in Q1 2025. 169 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Newbridge Financial Services Group held 723 shares of iShares Global Healthcare ETF worth $73.8K as of Q3 2026.
  • Newbridge Financial Services Group bought 533 iShares Global Healthcare ETF shares in Q3 2026, an estimated $54.5K.
  • iShares Global Healthcare ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #377 holding.
  • Newbridge Financial Services Group first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's iShares Global Healthcare ETF position peaked at $1.75M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.