Tepp RIA’s iShares Global Healthcare ETF IXJ Stock Holding History

Tepp RIA’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 Q3	$439K	Sell	4,298 -290	-6%	-$29.6K	0.3%	29
2026 Q2	$451K	Sell	4,588 -18	-0.4%	-$1.69K	0.31%	28
2026 Q1	$431K	Sell	4,606 -40	-0.9%	-$3.92K	0.34%	26
2025 Q4	$453K	Sell	4,646 -3,267	-41%	-$309K	0.45%	23
2025 Q3	$701K	Buy	+7,913	New	+$684K	0.8%	16

Other funds holding IXJ

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Tepp RIA's IXJ Position: Q3 2026 in Review

Tepp RIA reduced its iShares Global Healthcare ETF (IXJ) stake by 6.3% in Q3 2026, selling an estimated $29.6K and leaving 4,298 shares worth $439K. The position accounts for 0.3% of the portfolio, ranked #29.

Tepp RIA first reported a position in IXJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $701K in Q3 2025. 44 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Tepp RIA held 4,298 shares of iShares Global Healthcare ETF worth $439K as of Q3 2026.
Tepp RIA sold 290 iShares Global Healthcare ETF shares in Q3 2026, an estimated $29.6K.
iShares Global Healthcare ETF made up 0.3% of Tepp RIA's portfolio in Q3 2026, its #29 holding.
Tepp RIA first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 5 quarters since.
Tepp RIA's iShares Global Healthcare ETF position peaked at $701K in Q3 2025.
44 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.