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Stonebridge Financial Planning Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Stonebridge Financial Planning Group’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 		$308K Hold
3,295
– – 0.11% 146
2025
Q4 		$321K Sell
3,295
-860
-21% -$81.4K 0.12% 143
2025
Q3 		$368K Sell
4,155
-1,930
-32% -$167K 0.14% 135
2025
Q2 		$524K Sell
6,085
-200
-3% -$17.2K 0.22% 110
2025
Q1 		$573K Sell
6,285
-200
-3% -$18.2K 0.26% 98
2024
Q4 		$558K Sell
6,485
-325
-5% -$30K 0.25% 100
2024
Q3 		$668K Buy
6,810
+150
+2% +$14.5K 0.32% 90
2024
Q2 		$618K Sell
6,660
-75
-1% -$6.84K 0.31% 90
2024
Q1 		$627K Hold
6,735
– – 0.33% 84
2023
Q4 		$584K Buy
6,735
+395
+6% +$32.7K 0.34% 82
2023
Q3 		$523K Buy
6,340
+2,525
+66% +$214K 0.34% 75
2023
Q2 		$324K Buy
+3,815
New +$325K 0.2% 103

Other funds holding IXJ

BlackRock
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