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

Robertson Stephens 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 		$11.4M Buy
115,873
+22,765
+24% +$2.14M 0.28% 66
2026
Q1 		$8.71M Buy
93,108
+6,106
+7% +$598K 0.24% 81
2025
Q4 		$8.47M Buy
87,002
+17,686
+26% +$1.67M 0.22% 88
2025
Q3 		$6.14M Buy
+69,316
New +$5.99M 0.19% 90

Other funds holding IXJ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's IXJ Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Global Healthcare ETF (IXJ) stake by 24% in Q2 2026, buying an estimated $2.14M and bringing the position to 115,873 shares worth $11.4M. The position accounts for 0.28% of the portfolio, ranked #66.

Robertson Stephens Wealth Management first reported a position in IXJ in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Robertson Stephens Wealth Management held 115,873 shares of iShares Global Healthcare ETF worth $11.4M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 22,765 iShares Global Healthcare ETF shares in Q2 2026, an estimated $2.14M.
  • iShares Global Healthcare ETF made up 0.28% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.