Tiller Private Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Tiller Private Wealth’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	$241K	Sell	2,445 -460	-16%	-$43.3K	0.08%	61
2026 Q1	$272K	Sell	2,905 -45	-2%	-$4.41K	0.1%	53
2025 Q4	$287K	Buy	2,950 +130	+5%	+$12.3K	0.1%	46
2025 Q3	$250K	Sell	2,820 -65	-2%	-$5.62K	0.09%	55
2025 Q2	$249K	Sell	2,885 -730	-20%	-$62.8K	0.09%	52
2025 Q1	$330K	Sell	3,615 -495	-12%	-$45K	0.14%	41
2024 Q4	$353K	Buy	4,110 +1,610	+64%	+$149K	0.15%	36
2024 Q3	$245K	Buy	+2,500	New	+$242K	0.1%	49

Other funds holding IXJ

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tiller Private Wealth's IXJ Position: Q2 2026 in Review

Tiller Private Wealth reduced its iShares Global Healthcare ETF (IXJ) stake by 16% in Q2 2026, selling an estimated $43.3K and leaving 2,445 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #61.

Tiller Private Wealth first reported a position in IXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $353K in Q4 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Tiller Private Wealth held 2,445 shares of iShares Global Healthcare ETF worth $241K as of Q2 2026.
Tiller Private Wealth sold 460 iShares Global Healthcare ETF shares in Q2 2026, an estimated $43.3K.
iShares Global Healthcare ETF made up 0.08% of Tiller Private Wealth's portfolio in Q2 2026, its #61 holding.
Tiller Private Wealth first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 8 quarters since.
Tiller Private Wealth's iShares Global Healthcare ETF position peaked at $353K in Q4 2024.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.