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Stonegate Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Stonegate 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
2025
Q4 		– Sell
-4,000
Closed -$354K – 26
2025
Q3 		$354K Buy
+4,000
New +$346K 0.23% 56

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonegate Management's IXJ Position: Q4 2025 in Review

Stonegate Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 4,000 shares — an estimated $354K sold.

Stonegate Management first reported a position in IXJ in Q3 2025 and held it in 1 quarter. The position peaked at $354K in Q3 2025. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • Stonegate Management reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Stonegate Management sold 4,000 iShares Global Healthcare ETF shares in Q4 2025, an estimated $354K.
  • Stonegate Management first reported a position in iShares Global Healthcare ETF in Q3 2025 and held it in 1 quarter.
  • Stonegate Management's iShares Global Healthcare ETF position peaked at $354K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.