TF
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Tompkins Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Tompkins Financial’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
2024
Q4 		– Sell
-2,900
Closed -$285K – 563
2024
Q3 		$285K Hold
2,900
– – 0.03% 159
2024
Q2 		$269K Hold
2,900
– – 0.03% 168
2024
Q1 		$270K Hold
2,900
– – 0.03% 171
2023
Q4 		$251K Hold
2,900
– – 0.03% 169
2023
Q3 		$239K Sell
2,900
-700
-19% -$59.4K 0.04% 152
2023
Q2 		$306K Hold
3,600
– – 0.05% 142
2023
Q1 		$300K Hold
3,600
– – 0.05% 145
2022
Q4 		$306K Hold
3,600
– – 0.05% 144
2022
Q3 		$271K Hold
3,600
– – 0.05% 147
2022
Q2 		$292K Hold
3,600
– – 0.05% 149
2022
Q1 		$315K Buy
+3,600
New +$305K 0.04% 155

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tompkins Financial's IXJ Position: Q4 2024 in Review

Tompkins Financial sold out of iShares Global Healthcare ETF (IXJ) in Q4 2024, closing a stake of 2,900 shares — an estimated $285K sold.

Tompkins Financial first reported a position in IXJ in Q1 2022 and held it in 11 quarters. The position peaked at $315K in Q1 2022. 277 funds tracked by Wall St. Rank hold IXJ as of Q4 2024.

  • Tompkins Financial reported no remaining iShares Global Healthcare ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 2,900 iShares Global Healthcare ETF shares in Q4 2024, an estimated $285K.
  • Tompkins Financial first reported a position in iShares Global Healthcare ETF in Q1 2022 and held it in 11 quarters.
  • Tompkins Financial's iShares Global Healthcare ETF position peaked at $315K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.