Action Point Financial Planning’s iShares Global Healthcare ETF IXJ Stock Holding History

Action Point Financial Planning’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	$7.18K	Buy	+73	New	+$6.87K	﹤0.01%	1623

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's IXJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 73 shares worth $7.18K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings.

301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Action Point Financial Planning held 73 shares of iShares Global Healthcare ETF worth $7.18K as of Q2 2026.
iShares Global Healthcare ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1623 holding.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.