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Align Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Align Financial’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
Q3 		$30.7K Hold
301
– – 0.01% 208
2026
Q2 		$29.6K Hold
301
– – 0.01% 198
2026
Q1 		$28.1K Sell
301
-29,007
-99% -$2.84M 0.02% 197
2025
Q4 		$29.3K Buy
+29,308
New +$2.77M 0.02% 204

Other funds holding IXJ

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Align Financial's IXJ Position: Q3 2026 in Review

Align Financial held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 301 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #208.

Align Financial first reported a position in IXJ in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Align Financial held 301 shares of iShares Global Healthcare ETF worth $30.7K as of Q3 2026.
  • Align Financial left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
  • iShares Global Healthcare ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #208 holding.
  • Align Financial first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.