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Wharton Business Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Wharton Business Group’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 		$317K Hold
3,220
– – 0.01% 117
2026
Q1 		$301K Hold
3,220
– – 0.01% 120
2025
Q4 		$314K Buy
+3,220
New +$305K 0.01% 118
2025
Q3 		– Sell
-2,396
Closed -$206K – 143
2025
Q2 		$206K Hold
2,396
– – 0.01% 132
2025
Q1 		$219K Hold
2,396
– – 0.01% 128
2024
Q4 		$206K Hold
2,396
– – 0.01% 131
2024
Q3 		$235K Hold
2,396
– – 0.01% 130
2024
Q2 		$222K Hold
2,396
– – 0.01% 128
2024
Q1 		$223K Hold
2,396
– – 0.01% 128
2023
Q4 		$208K Buy
+2,396
New +$199K 0.01% 128
2023
Q3 		– Sell
-2,396
Closed -$204K – 140
2023
Q2 		$204K Buy
+2,396
New +$204K 0.01% 127
2023
Q1 		– Sell
-2,396
Closed -$203K – 139
2022
Q4 		$203K Buy
+2,396
New +$198K 0.01% 136
2022
Q2 		– Sell
-2,405
Closed -$211K – 133
2022
Q1 		$211K Hold
2,405
– – 0.01% 126
2021
Q4 		$217K Buy
+2,405
New +$208K 0.01% 122
2021
Q3 		– Sell
-2,405
Closed -$200K – 104
2021
Q2 		$200K Buy
+2,405
New +$194K 0.02% 117
2013
Q4 		– Sell
-8,596
Closed -$342K – 153
2013
Q3 		$342K Sell
8,596
-390
-4% -$15.3K 0.03% 128
2013
Q2 		$333K Buy
+8,986
New +$343K 0.03% 126

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

Wharton Business Group's IXJ Position: Q2 2026 in Review

Wharton Business Group held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 3,220 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #117.

Wharton Business Group first reported a position in IXJ in Q2 2013 and has held it in 17 quarters since. The position peaked at $342K in Q3 2013. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Wharton Business Group held 3,220 shares of iShares Global Healthcare ETF worth $317K as of Q2 2026.
  • Wharton Business Group left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #117 holding.
  • Wharton Business Group first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 17 quarters since.
  • Wharton Business Group's iShares Global Healthcare ETF position peaked at $342K in Q3 2013.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.