IXJ — ISHARES TR S&P GBL HLTHCR

Ownership history in MATHER GROUP, LLC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR S&P GBL HLTHCR (IXJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.4% (2013 Q1)
Avg. % of fund
2.62%
First filed
2011 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 54 -62,340 -99.9% 0.00% $5K $88.08
2013 Q1 ADDED 62,394 +3,336 +5.6% 3.40% $4.8M $29.93
2012 Q4 REDUCED 59,058 -600 -1.0% 2.87% $3.8M $26.20
2012 Q3 REDUCED 59,658 -361 -0.6% 3.04% $3.8M $25.85
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXJ price (monthly, adj. close)

Other funds also holding IXJ

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 3.68% Phoenix Financial Ltd. 3Y 2.24% FCA CORP /TX 3Y 7Y 1.39% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.21% Veltria Advisors Corp. 3Y 1.14% Leo Wealth, LLC 1.04% Hamilton Wealth, LLC 3Y 7Y 0.97% Anson Capital, Inc. 3Y 0.93% Royal Fund Management, LLC 3Y 0.82% Logan Stone Capital, LLC 3Y 0.7%
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