Partners Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Partners Wealth Management’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	$977K	Sell	9,931 -65	-0.7%	-$6.12K	0.96%	30
2026 Q1	$935K	Sell	9,996 -35	-0.3%	-$3.43K	0.96%	29
2025 Q4	$977K	Buy	10,031 +2	+0%	+$189	1.02%	28
2025 Q3	$889K	Sell	10,029 -518	-5%	-$44.8K	0.88%	32
2025 Q2	$946K	Hold	10,547	–	–	1.08%	29
2025 Q1	$962K	Sell	10,547 -358	-3%	-$32.5K	1.09%	28
2024 Q4	$938K	Buy	+10,905	New	+$1.01M	1.07%	30

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

Partners Wealth Management's IXJ Position: Q2 2026 in Review

Partners Wealth Management reduced its iShares Global Healthcare ETF (IXJ) stake by 0.65% in Q2 2026, selling an estimated $6.12K and leaving 9,931 shares worth $977K. The position accounts for 0.96% of the portfolio, ranked #30.

Partners Wealth Management first reported a position in IXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $977K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Partners Wealth Management held 9,931 shares of iShares Global Healthcare ETF worth $977K as of Q2 2026.
Partners Wealth Management sold 65 iShares Global Healthcare ETF shares in Q2 2026, an estimated $6.12K.
iShares Global Healthcare ETF made up 0.96% of Partners Wealth Management's portfolio in Q2 2026, its #30 holding.
Partners Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's iShares Global Healthcare ETF position peaked at $977K in Q4 2025.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.