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AE Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

AE Wealth 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
2026
Q2 		$568K Sell
5,774
-1,042
-15% -$98K ﹤0.01% 1162
2026
Q1 		$638K Buy
6,816
+736
+12% +$72.1K ﹤0.01% 996
2025
Q4 		$592K Sell
6,080
-246
-4% -$23.3K ﹤0.01% 978
2025
Q3 		$561K Sell
6,326
-1,005
-14% -$86.9K ﹤0.01% 929
2025
Q2 		$631K Buy
7,331
+495
+7% +$42.6K ﹤0.01% 843
2025
Q1 		$623K Sell
6,836
-48
-0.7% -$4.36K 0.01% 854
2024
Q4 		$592K Sell
6,884
-192
-3% -$17.7K 0.01% 861
2024
Q3 		$695K Buy
7,076
+241
+4% +$23.4K 0.01% 800
2024
Q2 		$635K Sell
6,835
-86
-1% -$7.85K 0.01% 818
2024
Q1 		$645K Sell
6,921
-1,535
-18% -$139K 0.01% 761
2023
Q4 		$746K Buy
8,456
+1,535
+22% +$127K ﹤0.01% 1268
2023
Q3 		$570K Buy
6,921
+112
+2% +$9.5K ﹤0.01% 1309
2023
Q2 		$579K Buy
6,809
+1,022
+18% +$87.2K ﹤0.01% 1312
2023
Q1 		$482K Buy
5,787
+63
+1% +$5.22K ﹤0.01% 1368
2022
Q4 		$486K Sell
5,724
-55
-1% -$4.54K ﹤0.01% 1329
2022
Q3 		$435K Buy
5,779
+2,680
+86% +$217K ﹤0.01% 1330
2022
Q2 		$251K Buy
+3,099
New +$259K ﹤0.01% 1514
2021
Q4 		– Sell
-5,120
Closed -$429K – 1737
2021
Q3 		$429K Buy
5,120
+268
+6% +$23.2K ﹤0.01% 1224
2021
Q2 		$403K Buy
4,852
+420
+9% +$34K ﹤0.01% 1223
2021
Q1 		$342K Buy
4,432
+1,387
+46% +$107K ﹤0.01% 1205
2020
Q4 		$233K Sell
3,045
-1,296
-30% -$95.4K ﹤0.01% 1228
2020
Q3 		$312K Buy
+4,341
New +$311K ﹤0.01% 1027

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

AE Wealth Management's IXJ Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Healthcare ETF (IXJ) stake by 15% in Q2 2026, selling an estimated $98K and leaving 5,774 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

AE Wealth Management first reported a position in IXJ in Q3 2020 and has held it in 22 quarters since. The position peaked at $746K in Q4 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • AE Wealth Management held 5,774 shares of iShares Global Healthcare ETF worth $568K as of Q2 2026.
  • AE Wealth Management sold 1,042 iShares Global Healthcare ETF shares in Q2 2026, an estimated $98K.
  • iShares Global Healthcare ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1162 holding.
  • AE Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 22 quarters since.
  • AE Wealth Management's iShares Global Healthcare ETF position peaked at $746K in Q4 2023.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.