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Wakefield Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Wakefield Asset Management’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 		– Sell
-7,921
Closed -$722K – 226
2025
Q1 		$722K Buy
+7,921
New +$719K 0.22% 139
2020
Q1 		– Sell
-12,367
Closed -$850K – 181
2019
Q4 		$850K Sell
12,367
-22
-0.2% -$1.43K 0.35% 73
2019
Q3 		$757K Buy
12,389
+551
+5% +$33.7K 0.33% 79
2019
Q2 		$731K Buy
+11,838
New +$710K 0.29% 74

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
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

Wakefield Asset Management's IXJ Position: Q2 2025 in Review

Wakefield Asset Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 7,921 shares — an estimated $722K sold.

Wakefield Asset Management first reported a position in IXJ in Q2 2019 and held it in 4 quarters. The position peaked at $850K in Q4 2019. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Wakefield Asset Management reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 7,921 iShares Global Healthcare ETF shares in Q2 2025, an estimated $722K.
  • Wakefield Asset Management first reported a position in iShares Global Healthcare ETF in Q2 2019 and held it in 4 quarters.
  • Wakefield Asset Management's iShares Global Healthcare ETF position peaked at $850K in Q4 2019.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Wakefield Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.