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Phoenix Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Phoenix 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 		$349M Buy
3,734,000
+1,609,220
+76% +$158M 3.31% 7
2025
Q4 		$207M Buy
2,124,780
+925,500
+77% +$87.6M 2.24% 11
2025
Q3 		$106M Sell
1,199,280
-19
-0% -$1.64K 1.3% 21
2025
Q2 		$103M Sell
1,199,299
-60
-0% -$5.16K 1.36% 24
2025
Q1 		$109M Sell
1,199,359
-60
-0% -$5.45K 1.67% 23
2024
Q4 		$103M Sell
1,199,419
-1,205
-0.1% -$111K 1.41% 21
2024
Q3 		$118M Sell
1,200,624
-170
-0% -$16.5K 1.74% 17
2024
Q2 		$111M Sell
1,200,794
-57,662
-5% -$5.26M 1.7% 16
2024
Q1 		$117M Buy
1,258,456
+2,456
+0.2% +$222K 1.62% 14
2023
Q4 		$123M Hold
1,256,000
– – 2.03% 14
2023
Q3 		$104M Hold
1,256,000
– – 1.9% 17
2023
Q2 		$107M Buy
+1,256,000
New +$107M 2.18% 15

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phoenix Financial's IXJ Position: Q1 2026 in Review

Phoenix Financial increased its iShares Global Healthcare ETF (IXJ) stake by 76% in Q1 2026, buying an estimated $158M and bringing the position to 3,734,000 shares worth $349M. The position accounts for 3.31% of the portfolio, ranked #7.

Phoenix Financial first reported a position in IXJ in Q2 2023 and has held it in 12 quarters since. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Phoenix Financial held 3,734,000 shares of iShares Global Healthcare ETF worth $349M as of Q1 2026.
  • Phoenix Financial bought 1,609,220 iShares Global Healthcare ETF shares in Q1 2026, an estimated $158M.
  • iShares Global Healthcare ETF made up 3.31% of Phoenix Financial's portfolio in Q1 2026, its #7 holding.
  • Phoenix Financial first reported a position in iShares Global Healthcare ETF in Q2 2023 and has held it in 12 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.