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Pacific Sun Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Pacific Sun Financial’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
-2,072
Closed -$202K – 207
2025
Q4 		$202K Buy
+2,072
New +$196K 0.1% 199
2025
Q2 		– Sell
-2,444
Closed -$223K – 189
2025
Q1 		$223K Sell
2,444
-82
-3% -$7.45K 0.13% 169
2024
Q4 		$217K Sell
2,526
-80
-3% -$7.39K 0.12% 173
2024
Q3 		$256K Hold
2,606
– – 0.14% 158
2024
Q2 		$242K Sell
2,606
-55
-2% -$5.02K 0.14% 155
2024
Q1 		$248K Sell
2,661
-200
-7% -$18.1K 0.14% 157
2023
Q4 		$248K Sell
2,861
-135
-5% -$11.2K 0.16% 152
2023
Q3 		$247K Hold
2,996
– – 0.17% 145
2023
Q2 		$250K Buy
+2,996
New +$256K 0.17% 149
2022
Q4 		$254K Sell
2,996
-100
-3% -$8.25K 0.18% 147
2022
Q3 		$233K Hold
3,096
– – 0.16% 156
2022
Q2 		$251K Sell
3,096
-200
-6% -$16.7K 0.17% 155
2022
Q1 		$289K Hold
3,296
– – 0.16% 148
2021
Q4 		$298K Sell
3,296
-50
-1% -$4.32K 0.16% 150
2021
Q3 		$280K Buy
+3,346
New +$289K 0.16% 146
2020
Q3 		$247K Hold
3,446
– – 0.21% 129
2020
Q2 		$237K Hold
3,446
– – 0.21% 125
2020
Q1 		$210K Buy
3,446
+40
+1% +$2.64K 0.24% 120
2019
Q4 		$234K Hold
3,406
– – 0.21% 127
2019
Q3 		$208K Sell
3,406
-120
-3% -$7.34K 0.2% 129
2019
Q2 		$218K Buy
+3,526
New +$211K 0.21% 128
2018
Q2 		$236K Hold
3,906
– – 0.24% 112
2018
Q1 		$217K Buy
+3,906
New +$225K 0.29% 101

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's IXJ Position: Q1 2026 in Review

Pacific Sun Financial sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 2,072 shares — an estimated $202K sold.

Pacific Sun Financial first reported a position in IXJ in Q1 2018 and held it in 23 quarters. The position peaked at $298K in Q4 2021. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Pacific Sun Financial reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Pacific Sun Financial sold 2,072 iShares Global Healthcare ETF shares in Q1 2026, an estimated $202K.
  • Pacific Sun Financial first reported a position in iShares Global Healthcare ETF in Q1 2018 and held it in 23 quarters.
  • Pacific Sun Financial's iShares Global Healthcare ETF position peaked at $298K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.