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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
Q2 		$265K Sell
2,695
-600
-18% -$56.5K 0.08% 159
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 $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

Stonebridge Financial Planning Group's IXJ Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Global Healthcare ETF (IXJ) stake by 18% in Q2 2026, selling an estimated $56.5K and leaving 2,695 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #159.

Stonebridge Financial Planning Group first reported a position in IXJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $668K in Q3 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,695 shares of iShares Global Healthcare ETF worth $265K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 600 iShares Global Healthcare ETF shares in Q2 2026, an estimated $56.5K.
  • iShares Global Healthcare ETF made up 0.08% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #159 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Global Healthcare ETF in Q2 2023 and has held it in 13 quarters since.
  • Stonebridge Financial Planning Group's iShares Global Healthcare ETF position peaked at $668K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.