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Sun Group Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Sun Group Wealth Partners’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 		– Sell
-3,864
Closed -$361K – 84
2026
Q1 		$361K Buy
+3,864
New +$378K 0.28% 55

Other funds holding IXJ

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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

Sun Group Wealth Partners's IXJ Position: Q2 2026 in Review

Sun Group Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 3,864 shares — an estimated $361K sold.

Sun Group Wealth Partners first reported a position in IXJ in Q1 2026 and held it in 1 quarter. The position peaked at $361K in Q1 2026. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Sun Group Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Sun Group Wealth Partners sold 3,864 iShares Global Healthcare ETF shares in Q2 2026, an estimated $361K.
  • Sun Group Wealth Partners first reported a position in iShares Global Healthcare ETF in Q1 2026 and held it in 1 quarter.
  • Sun Group Wealth Partners's iShares Global Healthcare ETF position peaked at $361K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.