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Sonoma Private Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Sonoma Private Wealth’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
2025
Q1 		– Sell
-3,610
Closed -$310K – 78
2024
Q4 		$310K Buy
3,610
+1,060
+42% +$97.9K 0.5% 63
2024
Q3 		$250K Sell
2,550
-3
-0.1% -$291 0.39% 81
2024
Q2 		$237K Hold
2,553
– – 0.38% 79
2024
Q1 		$238K Buy
2,553
+84
+3% +$7.6K 0.38% 81
2023
Q4 		$214K Sell
2,469
-2,561
-51% -$212K 0.35% 77
2023
Q3 		$415K Buy
5,030
+42
+0.8% +$3.56K 0.76% 52
2023
Q2 		$424K Sell
4,988
-18
-0.4% -$1.53K 0.74% 52
2023
Q1 		$417K Buy
+5,006
New +$415K 0.83% 47

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sonoma Private Wealth's IXJ Position: Q1 2025 in Review

Sonoma Private Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q1 2025, closing a stake of 3,610 shares — an estimated $310K sold.

Sonoma Private Wealth first reported a position in IXJ in Q1 2023 and held it in 8 quarters. The position peaked at $424K in Q2 2023. 266 funds tracked by Wall St. Rank hold IXJ as of Q1 2025.

  • Sonoma Private Wealth reported no remaining iShares Global Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 3,610 iShares Global Healthcare ETF shares in Q1 2025, an estimated $310K.
  • Sonoma Private Wealth first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 8 quarters.
  • Sonoma Private Wealth's iShares Global Healthcare ETF position peaked at $424K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2025.

Based on Sonoma Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.