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SYM Financial Corp’s iShares Global Healthcare ETF IXJ Stock Holding History

SYM Financial Corp’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
-247
Closed -$21.9K – 439
2025
Q3 		$21.9K Hold
247
– – ﹤0.01% 381
2025
Q2 		$21.3K Hold
247
– – ﹤0.01% 382
2025
Q1 		$22.5K Sell
247
-211
-46% -$19.2K ﹤0.01% 328
2024
Q4 		$39.4K Sell
458
-24
-5% -$2.22K 0.01% 285
2024
Q3 		$47.3K Sell
482
-2
-0.4% -$194 0.01% 223
2024
Q2 		$44.9K Hold
484
– – 0.01% 210
2024
Q1 		$45.1K Hold
484
– – 0.01% 133
2023
Q4 		$42K Hold
484
– – 0.01% 144
2023
Q3 		$39.9K Buy
+484
New +$41.1K 0.01% 134

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

SYM Financial Corp's IXJ Position: Q4 2025 in Review

SYM Financial Corp sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 247 shares — an estimated $21.9K sold.

SYM Financial Corp first reported a position in IXJ in Q3 2023 and held it in 9 quarters. The position peaked at $47.3K in Q3 2024. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • SYM Financial Corp reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • SYM Financial Corp sold 247 iShares Global Healthcare ETF shares in Q4 2025, an estimated $21.9K.
  • SYM Financial Corp first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 9 quarters.
  • SYM Financial Corp's iShares Global Healthcare ETF position peaked at $47.3K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.