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

Allworth 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
Q2 		$165K Buy
1,674
+151
+10% +$14.2K ﹤0.01% 1609
2026
Q1 		$142K Buy
1,523
+92
+6% +$9.01K ﹤0.01% 1608
2025
Q4 		$139K Buy
1,431
+202
+16% +$19.1K ﹤0.01% 1536
2025
Q3 		$109K Buy
1,229
+490
+66% +$42.4K ﹤0.01% 1637
2025
Q2 		$63.6K Buy
739
+699
+1,748% +$60.1K ﹤0.01% 1803
2025
Q1 		$3.44K Hold
40
– – ﹤0.01% 2967
2024
Q4 		$3.5K Sell
40
-579
-94% -$53.5K ﹤0.01% 2917
2024
Q3 		$60.8K Hold
619
– – ﹤0.01% 1318
2024
Q2 		$58.4K Hold
619
– – ﹤0.01% 1311
2024
Q1 		$57.7K Hold
619
– – ﹤0.01% 1247
2023
Q4 		$53.7K Buy
619
+580
+1,487% +$48.1K ﹤0.01% 1169
2023
Q3 		$3.19K Sell
39
-57
-59% -$4.84K ﹤0.01% 2323
2023
Q2 		$8.13K Buy
96
+1
+1% +$85 ﹤0.01% 1927
2023
Q1 		$7.96K Hold
95
– – ﹤0.01% 1873
2022
Q4 		$8.1K Sell
95
-249
-72% -$20.5K ﹤0.01% 1750
2022
Q3 		$26K Buy
344
+306
+805% +$24.8K ﹤0.01% 1197
2022
Q2 		$3K Hold
38
– – ﹤0.01% 1903
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1718
2021
Q4 		$3K Hold
38
– – ﹤0.01% 1646
2021
Q3 		$3K Hold
38
– – ﹤0.01% 1606
2021
Q2 		$3K Hold
38
– – ﹤0.01% 1308
2021
Q1 		$3K Hold
38
– – ﹤0.01% 1234
2020
Q4 		$3K Buy
38
+1
+3% +$74 ﹤0.01% 1083
2020
Q3 		$3K Hold
37
– – ﹤0.01% 934
2020
Q2 		$3K Hold
37
– – ﹤0.01% 949
2020
Q1 		$2K Hold
37
– – ﹤0.01% 1063
2019
Q4 		$3K Buy
+37
New +$2.4K ﹤0.01% 850

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

Allworth Financial's IXJ Position: Q2 2026 in Review

Allworth Financial increased its iShares Global Healthcare ETF (IXJ) stake by 9.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,674 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Allworth Financial first reported a position in IXJ in Q4 2019 and has held it in 27 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Allworth Financial held 1,674 shares of iShares Global Healthcare ETF worth $165K as of Q2 2026.
  • Allworth Financial bought 151 iShares Global Healthcare ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1609 holding.
  • Allworth Financial first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 27 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.