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Richard Bernstein Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Richard Bernstein 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
2026
Q1 		$37.1M Sell
397,027
-887,197
-69% -$86.9M 1.08% 14
2025
Q4 		$125M Sell
1,284,224
-24,161
-2% -$2.29M 3.68% 9
2025
Q3 		$117M Sell
1,308,385
-40,778
-3% -$3.52M 3.35% 9
2025
Q2 		$116M Buy
1,349,163
+132,284
+11% +$11.4M 2.87% 10
2025
Q1 		$111M Sell
1,216,879
-40,786
-3% -$3.7M 2.69% 10
2024
Q4 		$108M Sell
1,257,665
-42,384
-3% -$3.92M 2.45% 9
2024
Q3 		$128M Sell
1,300,049
-209,365
-14% -$20.3M 2.74% 9
2024
Q2 		$140M Sell
1,509,414
-67,335
-4% -$6.14M 3.1% 10
2024
Q1 		$147M Sell
1,576,749
-62,722
-4% -$5.68M 3.15% 10
2023
Q4 		$142M Sell
1,639,471
-149,929
-8% -$12.4M 3.15% 12
2023
Q3 		$147M Sell
1,789,400
-75,386
-4% -$6.4M 3.29% 11
2023
Q2 		$158M Buy
1,864,786
+59,927
+3% +$5.11M 3.35% 9
2023
Q1 		$150M Buy
1,804,859
+45,189
+3% +$3.74M 3.19% 9
2022
Q4 		$149M Buy
1,759,670
+1,365,829
+347% +$113M 3.34% 10
2022
Q3 		$29.7M Buy
393,841
+5,925
+2% +$479K 0.74% 28
2022
Q2 		$31.5M Buy
387,916
+7,419
+2% +$620K 0.68% 29
2022
Q1 		$33.1M Buy
380,497
+12,246
+3% +$1.04M 0.65% 34
2021
Q4 		$33.3M Buy
368,251
+13,626
+4% +$1.18M 0.64% 34
2021
Q3 		$29.7M Buy
354,625
+24,034
+7% +$2.08M 0.6% 32
2021
Q2 		$27.5M Buy
330,591
+30,930
+10% +$2.5M 0.57% 31
2021
Q1 		$23.1M Buy
299,661
+23,496
+9% +$1.81M 0.53% 29
2020
Q4 		$21.1M Buy
276,165
+23,424
+9% +$1.72M 0.52% 29
2020
Q3 		$18.2M Buy
252,741
+23,754
+10% +$1.7M 0.51% 23
2020
Q2 		$15.7M Sell
228,987
-562,741
-71% -$38M 0.49% 23
2020
Q1 		$48.2M Buy
791,728
+59,297
+8% +$3.91M 1.71% 13
2019
Q4 		$48.5M Sell
732,431
-6,371
-0.9% -$413K 1.57% 12
2019
Q3 		$45.1M Sell
738,802
-597,463
-45% -$36.5M 1.48% 12
2019
Q2 		$82.5M Buy
1,336,265
+31,067
+2% +$1.86M 2.74% 9
2019
Q1 		$79.7M Buy
+1,305,198
New +$77.8M 2.59% 9

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
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

Richard Bernstein Advisors's IXJ Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 69% in Q1 2026, selling an estimated $86.9M and leaving 397,027 shares worth $37.1M. The position accounts for 1.08% of the portfolio, ranked #14.

Richard Bernstein Advisors first reported a position in IXJ in Q1 2019 and has held it in 29 quarters since. The position peaked at $158M in Q2 2023. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Richard Bernstein Advisors held 397,027 shares of iShares Global Healthcare ETF worth $37.1M as of Q1 2026.
  • Richard Bernstein Advisors sold 887,197 iShares Global Healthcare ETF shares in Q1 2026, an estimated $86.9M.
  • iShares Global Healthcare ETF made up 1.08% of Richard Bernstein Advisors's portfolio in Q1 2026, its #14 holding.
  • Richard Bernstein Advisors first reported a position in iShares Global Healthcare ETF in Q1 2019 and has held it in 29 quarters since.
  • Richard Bernstein Advisors's iShares Global Healthcare ETF position peaked at $158M in Q2 2023.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.