TFF
IXJ icon

The Family Firm’s iShares Global Healthcare ETF IXJ Stock Holding History

The Family Firm’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
Q2 		$1.93M Buy
22,381
+955
+4% +$82.2K 0.46% 56
2025
Q1 		$1.95M Buy
21,426
+483
+2% +$43.9K 0.44% 51
2024
Q4 		$1.8M Buy
20,943
+4,600
+28% +$425K 0.4% 54
2024
Q3 		$1.6M Sell
16,343
-227
-1% -$22K 0.35% 61
2024
Q2 		$1.54M Buy
16,570
+106
+0.6% +$9.67K 0.34% 57
2024
Q1 		$1.53M Sell
16,464
-198
-1% -$17.9K 0.37% 55
2023
Q4 		$1.44M Buy
16,662
+35
+0.2% +$2.9K 0.37% 55
2023
Q3 		$1.37M Hold
16,627
– – 0.38% 55
2023
Q2 		$1.41M Buy
16,627
+14
+0.1% +$1.19K 0.37% 55
2023
Q1 		$1.38M Sell
16,613
-439
-3% -$36.4K 0.38% 54
2022
Q4 		$1.45M Sell
17,052
-573
-3% -$47.3K 0.42% 51
2022
Q3 		$1.33M Sell
17,625
-140
-0.8% -$11.3K 0.42% 47
2022
Q2 		$1.44M Buy
17,765
+115
+0.7% +$9.61K 0.42% 48
2022
Q1 		$1.55M Sell
17,650
-424
-2% -$35.9K 0.41% 53
2021
Q4 		$1.63M Buy
18,074
+549
+3% +$47.4K 0.42% 48
2021
Q3 		$1.5M Sell
17,525
-237
-1% -$20.5K 0.39% 52
2021
Q2 		$1.48M Buy
17,762
+102
+0.6% +$8.25K 0.4% 49
2021
Q1 		$1.36M Buy
17,660
+322
+2% +$24.8K 0.39% 53
2020
Q4 		$1.36M Buy
17,338
+370
+2% +$27.2K 0.4% 51
2020
Q3 		$1.22M Buy
16,968
+505
+3% +$36.2K 0.44% 46
2020
Q2 		$1.13M Buy
16,463
+348
+2% +$23.5K 0.42% 48
2020
Q1 		$982K Sell
16,115
-1,614
-9% -$106K 0.42% 49
2019
Q4 		$1.22M Buy
17,729
+103
+0.6% +$6.68K 0.41% 53
2019
Q3 		$1.08M Buy
17,626
+192
+1% +$11.7K 0.38% 54
2019
Q2 		$1.08M Buy
17,434
+4,017
+30% +$241K 0.38% 54
2019
Q1 		$820K Buy
13,417
+442
+3% +$26.3K 0.3% 59
2018
Q4 		$735K Buy
12,975
+65
+0.5% +$3.89K 0.29% 58
2018
Q3 		$813K Hold
12,910
– – 0.29% 60
2018
Q2 		$729K Sell
12,910
-1,432
-10% -$80.8K 0.27% 57
2018
Q1 		$798K Hold
14,342
– – 0.31% 55
2017
Q4 		$807K Buy
14,342
+66
+0.5% +$3.71K 0.32% 55
2017
Q3 		$803K Sell
14,276
-298
-2% -$16.4K 0.34% 54
2017
Q2 		$797K Buy
14,574
+104
+0.7% +$5.53K 0.35% 53
2017
Q1 		$744K Sell
14,470
-778
-5% -$38.9K 0.35% 48
2016
Q4 		$723K Buy
15,248
+1,966
+15% +$94.3K 0.34% 53
2016
Q3 		$669K Sell
13,282
-206
-2% -$10.6K 0.32% 53
2016
Q2 		$681K Sell
13,488
-548
-4% -$27.3K 0.34% 50
2016
Q1 		$676K Buy
14,036
+24
+0.2% +$1.15K 0.34% 53
2015
Q4 		$719K Sell
14,012
-1,192
-8% -$61.3K 0.38% 49
2015
Q3 		$749K Buy
15,204
+88
+0.6% +$4.75K 0.41% 45
2015
Q2 		$822K Sell
15,116
-200
-1% -$11K 0.42% 40
2015
Q1 		$826K Sell
15,316
-800
-5% -$41.9K 0.42% 41
2014
Q4 		$802K Buy
+16,116
New +$801K 0.42% 40

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 $336B AUM 34.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

The Family Firm's IXJ Position: Q2 2025 in Review

The Family Firm increased its iShares Global Healthcare ETF (IXJ) stake by 4.5% in Q2 2025, buying an estimated $82.2K and bringing the position to 22,381 shares worth $1.93M. The position accounts for 0.46% of the portfolio, ranked #56.

The Family Firm first reported a position in IXJ in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.95M in Q1 2025. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • The Family Firm held 22,381 shares of iShares Global Healthcare ETF worth $1.93M as of Q2 2025.
  • The Family Firm bought 955 iShares Global Healthcare ETF shares in Q2 2025, an estimated $82.2K.
  • iShares Global Healthcare ETF made up 0.46% of The Family Firm's portfolio in Q2 2025, its #56 holding.
  • The Family Firm first reported a position in iShares Global Healthcare ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares Global Healthcare ETF position peaked at $1.95M in Q1 2025.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.