SFA
IXJ icon

Sequoia Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Sequoia Financial Advisors’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 		$1.03M Hold
11,002
– – 0.01% 886
2025
Q4 		$1.07M Sell
11,002
-1
-0% -$95 0.01% 854
2025
Q3 		$975K Sell
11,003
-554
-5% -$47.9K 0.01% 788
2025
Q2 		$995K Buy
11,557
+921
+9% +$79.2K 0.01% 688
2025
Q1 		$970K Sell
10,636
-231
-2% -$21K 0.01% 623
2024
Q4 		$934K Hold
10,867
– – 0.01% 595
2024
Q3 		$1.07M Buy
10,867
+401
+4% +$38.9K 0.01% 523
2024
Q2 		$972K Hold
10,466
– – 0.01% 489
2024
Q1 		$975K Hold
10,466
– – 0.01% 484
2023
Q4 		$908K Buy
+10,466
New +$867K 0.01% 552

Other funds holding IXJ

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BlackRock New York $5.7T 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 $93.1B 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return