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Root Financial Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Root Financial Partners’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
-120
Closed -$11.2K – 1819
2026
Q1 		$11.2K Sell
120
-106
-47% -$10.4K ﹤0.01% 1630
2025
Q4 		$22K Buy
226
+103
+84% +$9.74K ﹤0.01% 1140
2025
Q3 		$10.9K Buy
+123
New +$10.6K ﹤0.01% 1423

Other funds holding IXJ

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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

Root Financial Partners's IXJ Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 120 shares — an estimated $11.2K sold.

Root Financial Partners first reported a position in IXJ in Q3 2025 and held it in 3 quarters. The position peaked at $22K in Q4 2025. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 120 iShares Global Healthcare ETF shares in Q2 2026, an estimated $11.2K.
  • Root Financial Partners first reported a position in iShares Global Healthcare ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Global Healthcare ETF position peaked at $22K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.