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

Segment 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 		$210K Buy
+2,130
New +$200K 0.01% 304
2026
Q1 		– Sell
-3,380
Closed -$329K – 331
2025
Q4 		$329K Buy
+3,380
New +$320K 0.02% 256

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

Segment Wealth Management's IXJ Position: Q2 2026 in Review

Segment Wealth Management opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 2,130 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Segment Wealth Management previously reported a position in IXJ as recently as Q4 2025.

Segment Wealth Management first reported a position in IXJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $329K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Segment Wealth Management held 2,130 shares of iShares Global Healthcare ETF worth $210K as of Q2 2026.
  • iShares Global Healthcare ETF was a new Segment Wealth Management position in Q2 2026.
  • iShares Global Healthcare ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Segment Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 2 quarters since.
  • Segment Wealth Management's iShares Global Healthcare ETF position peaked at $329K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.