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Williams & Novak’s iShares Global Healthcare ETF IXJ Stock Holding History

Williams & Novak’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
Q1 		– Sell
-2,415
Closed -$208K – 140
2024
Q4 		$208K Hold
2,415
– – 0.2% 107
2024
Q3 		$237K Hold
2,415
– – 0.22% 95
2024
Q2 		$224K Hold
2,415
– – 0.21% 100
2024
Q1 		$209K Hold
2,415
– – 0.24% 78
2023
Q4 		$209K Buy
+2,415
New +$200K 0.24% 78

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Williams & Novak's IXJ Position: Q1 2025 in Review

Williams & Novak sold out of iShares Global Healthcare ETF (IXJ) in Q1 2025, closing a stake of 2,415 shares — an estimated $208K sold.

Williams & Novak first reported a position in IXJ in Q4 2023 and held it in 5 quarters. The position peaked at $237K in Q3 2024. 266 funds tracked by Wall St. Rank hold IXJ as of Q1 2025.

  • Williams & Novak reported no remaining iShares Global Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Williams & Novak sold 2,415 iShares Global Healthcare ETF shares in Q1 2025, an estimated $208K.
  • Williams & Novak first reported a position in iShares Global Healthcare ETF in Q4 2023 and held it in 5 quarters.
  • Williams & Novak's iShares Global Healthcare ETF position peaked at $237K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.