Root Financial Partners
IXJ icon

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
Q3 		$8.5K Buy
+83
New +$8.48K ﹤0.01% 1991
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% +$9.7K ﹤0.01% 1140
2025
Q3 		$10.9K Buy
+123
New +$10.6K ﹤0.01% 1423

Other funds holding IXJ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's IXJ Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Global Healthcare ETF (IXJ) in Q3 2026: 83 shares worth $8.5K. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IXJ as recently as Q1 2026.

Root Financial Partners first reported a position in IXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $22K in Q4 2025. 274 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Root Financial Partners held 83 shares of iShares Global Healthcare ETF worth $8.5K as of Q3 2026.
  • iShares Global Healthcare ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global Healthcare ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1991 holding.
  • Root Financial Partners first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Global Healthcare ETF position peaked at $22K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.