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Aptus Capital Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Aptus Capital Advisors’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 		$72K Buy
732
+3
+0.4% +$282 ﹤0.01% 1324
2026
Q1 		$68.2K Sell
729
-378
-34% -$37K ﹤0.01% 1229
2025
Q4 		$108K Buy
1,107
+4
+0.4% +$378 ﹤0.01% 1165
2025
Q3 		$97.7K Sell
1,103
-24
-2% -$2.08K ﹤0.01% 1126
2025
Q2 		$97K Sell
1,127
-28
-2% -$2.41K ﹤0.01% 1079
2025
Q1 		$105K Sell
1,155
-450
-28% -$40.9K ﹤0.01% 1003
2024
Q4 		$138K Sell
1,605
-89
-5% -$8.22K ﹤0.01% 954
2024
Q3 		$166K Sell
1,694
-849
-33% -$82.3K ﹤0.01% 790
2024
Q2 		$236K Sell
2,543
-4,475
-64% -$408K ﹤0.01% 690
2024
Q1 		$654K Buy
7,018
+6,577
+1,491% +$595K 0.01% 458
2023
Q4 		$38.2K Sell
441
-187
-30% -$15.5K ﹤0.01% 705
2023
Q3 		$51.8K Buy
628
+87
+16% +$7.38K ﹤0.01% 690
2023
Q2 		$46K Buy
541
+422
+355% +$36K ﹤0.01% 594
2023
Q1 		$9.92K Buy
+119
New +$9.86K ﹤0.01% 682

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

Aptus Capital Advisors's IXJ Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 0.41% in Q2 2026, buying an estimated $282 and bringing the position to 732 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Aptus Capital Advisors first reported a position in IXJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $654K in Q1 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Aptus Capital Advisors held 732 shares of iShares Global Healthcare ETF worth $72K as of Q2 2026.
  • Aptus Capital Advisors bought 3 iShares Global Healthcare ETF shares in Q2 2026, an estimated $282.
  • iShares Global Healthcare ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1324 holding.
  • Aptus Capital Advisors first reported a position in iShares Global Healthcare ETF in Q1 2023 and has held it in 14 quarters since.
  • Aptus Capital Advisors's iShares Global Healthcare ETF position peaked at $654K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.