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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Tepp RIA's IXJ Position: Q2 2026 in Review

Tepp RIA reduced its iShares Global Healthcare ETF (IXJ) stake by 0.39% in Q2 2026, selling an estimated $1.69K and leaving 4,588 shares worth $451K. The position accounts for 0.31% of the portfolio, ranked #28.

Tepp RIA first reported a position in IXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $701K in Q3 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Tepp RIA held 4,588 shares of iShares Global Healthcare ETF worth $451K as of Q2 2026.
  • Tepp RIA sold 18 iShares Global Healthcare ETF shares in Q2 2026, an estimated $1.69K.
  • iShares Global Healthcare ETF made up 0.31% of Tepp RIA's portfolio in Q2 2026, its #28 holding.
  • Tepp RIA first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • Tepp RIA's iShares Global Healthcare ETF position peaked at $701K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.