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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
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

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Root Financial Partners's IXJ Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Global Healthcare ETF (IXJ) stake by 47% in Q1 2026, selling an estimated $10.4K and leaving 120 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Root Financial Partners first reported a position in IXJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $22K in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Root Financial Partners held 120 shares of iShares Global Healthcare ETF worth $11.2K as of Q1 2026.
  • Root Financial Partners sold 106 iShares Global Healthcare ETF shares in Q1 2026, an estimated $10.4K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1630 holding.
  • Root Financial Partners first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Global Healthcare ETF position peaked at $22K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.