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Richards, Merrill & Peterson’s iShares Global Healthcare ETF IXJ Stock Holding History

Richards, Merrill & Peterson’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 		– Sell
-147
Closed -$13.8K – 290
2026
Q1 		$13.8K Hold
147
– – 0.01% 261
2025
Q4 		$14.3K Buy
+147
New +$13.9K 0.01% 250

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Richards, Merrill & Peterson's IXJ Position: Q2 2026 in Review

Richards, Merrill & Peterson sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 147 shares — an estimated $13.8K sold.

Richards, Merrill & Peterson first reported a position in IXJ in Q4 2025 and held it in 2 quarters. The position peaked at $14.3K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Richards, Merrill & Peterson reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 147 iShares Global Healthcare ETF shares in Q2 2026, an estimated $13.8K.
  • Richards, Merrill & Peterson first reported a position in iShares Global Healthcare ETF in Q4 2025 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares Global Healthcare ETF position peaked at $14.3K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.