SOL Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

SOL Capital 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 Q1	–	Sell	-3,400	Closed	-$331K	–	180
2025 Q4	$331K	Hold	3,400	–	–	0.03%	268
2025 Q3	$301K	Hold	3,400	–	–	0.03%	266
2025 Q2	$293K	Hold	3,400	–	–	0.03%	267
2025 Q1	$310K	Hold	3,400	–	–	0.03%	262
2024 Q4	$292K	Hold	3,400	–	–	0.03%	266
2024 Q3	$334K	Hold	3,400	–	–	0.04%	262
2024 Q2	$316K	Hold	3,400	–	–	0.04%	255
2024 Q1	$317K	Hold	3,400	–	–	0.04%	256
2023 Q4	$295K	Hold	3,400	–	–	0.04%	258
2023 Q3	$280K	Hold	3,400	–	–	0.04%	251
2023 Q2	$289K	Hold	3,400	–	–	0.04%	250
2023 Q1	$283K	Hold	3,400	–	–	0.05%	249
2022 Q4	$289K	Hold	3,400	–	–	0.05%	237
2022 Q3	$256K	Hold	3,400	–	–	0.05%	234
2022 Q2	$276K	Hold	3,400	–	–	0.06%	228
2022 Q1	$298K	Hold	3,400	–	–	0.05%	225
2021 Q4	$307K	Hold	3,400	–	–	0.06%	225
2021 Q3	$285K	Hold	3,400	–	–	0.06%	220
2021 Q2	$283K	Hold	3,400	–	–	0.06%	220
2021 Q1	$262K	Hold	3,400	–	–	0.06%	215
2020 Q4	$260K	Hold	3,400	–	–	0.06%	208
2020 Q3	$244K	Hold	3,400	–	–	0.07%	198
2020 Q2	$234K	Hold	3,400	–	–	0.07%	203
2020 Q1	$207K	Hold	3,400	–	–	0.07%	201
2019 Q4	$234K	Buy	+3,400	New	+$221K	0.06%	216

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOL Capital Management's IXJ Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 3,400 shares — an estimated $331K sold.

SOL Capital Management first reported a position in IXJ in Q4 2019 and held it in 25 quarters. The position peaked at $334K in Q3 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

SOL Capital Management reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 3,400 iShares Global Healthcare ETF shares in Q1 2026, an estimated $331K.
SOL Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 25 quarters.
SOL Capital Management's iShares Global Healthcare ETF position peaked at $334K in Q3 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.