OneDigital Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

OneDigital Investment Advisors’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
2025 Q2	–	Sell	-8,422	Closed	-$768K	–	1488
2025 Q1	$768K	Sell	8,422 -4,576	-35%	-$416K	0.01%	696
2024 Q4	$1.12M	Sell	12,998 -6,676	-34%	-$617K	0.01%	594
2024 Q3	$1.93M	Buy	19,674 +191	+1%	+$18.5K	0.02%	446
2024 Q2	$1.81M	Buy	19,483 +99	+0.5%	+$9.04K	0.02%	447
2024 Q1	$1.81M	Sell	19,384 -849	-4%	-$76.8K	0.03%	362
2023 Q4	$1.75M	Buy	20,233 +5,874	+41%	+$487K	0.03%	338
2023 Q3	$1.18M	Buy	14,359 +11,189	+353%	+$949K	0.03%	384
2023 Q2	$269K	Buy	3,170 +589	+23%	+$50.2K	0.01%	865
2023 Q1	$215K	Buy	+2,581	New	+$214K	0.01%	891

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's IXJ Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 8,422 shares — an estimated $768K sold.

OneDigital Investment Advisors first reported a position in IXJ in Q1 2023 and held it in 9 quarters. The position peaked at $1.93M in Q3 2024. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

OneDigital Investment Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 8,422 iShares Global Healthcare ETF shares in Q2 2025, an estimated $768K.
OneDigital Investment Advisors first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 9 quarters.
OneDigital Investment Advisors's iShares Global Healthcare ETF position peaked at $1.93M in Q3 2024.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.