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Synergy Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Synergy Asset 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
Q1 		– Sell
-130
Closed -$12.8K – 467
2024
Q4 		$12.8K Buy
+130
New +$12K ﹤0.01% 427

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synergy Asset Management's IXJ Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2025, closing a stake of 130 shares — an estimated $12.8K sold.

Synergy Asset Management first reported a position in IXJ in Q4 2024 and held it in 1 quarter. The position peaked at $12.8K in Q4 2024. 266 funds tracked by Wall St. Rank hold IXJ as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Global Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 130 iShares Global Healthcare ETF shares in Q1 2025, an estimated $12.8K.
  • Synergy Asset Management first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Global Healthcare ETF position peaked at $12.8K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.