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Beacon Financial Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

Beacon Financial Advisory’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 		$278K Buy
2,830
+24
+0.9% +$2.26K 0.05% 348
2026
Q1 		$262K Hold
2,806
– – 0.06% 332
2025
Q4 		$273K Buy
2,806
+16
+0.6% +$1.51K 0.06% 316
2025
Q3 		$247K Hold
2,790
– – 0.06% 326
2025
Q2 		$240K Sell
2,790
-1,064
-28% -$91.6K 0.06% 306
2025
Q1 		$352K Sell
3,854
-20
-0.5% -$1.82K 0.11% 215
2024
Q4 		$333K Buy
3,874
+124
+3% +$11.5K 0.11% 210
2024
Q3 		$368K Hold
3,750
– – 0.13% 191
2024
Q2 		$348K Buy
3,750
+45
+1% +$4.11K 0.13% 191
2024
Q1 		$345K Sell
3,705
-40
-1% -$3.62K 0.17% 162
2023
Q4 		$325K Buy
3,745
+21
+0.6% +$1.74K 0.16% 173
2023
Q3 		$307K Hold
3,724
– – 0.17% 164
2023
Q2 		$316K Buy
3,724
+25
+0.7% +$2.13K 0.18% 160
2023
Q1 		$308K Sell
3,699
-95
-3% -$7.87K 0.2% 150
2022
Q4 		$322K Buy
3,794
+17
+0.5% +$1.4K 0.23% 136
2022
Q3 		$285K Hold
3,777
– – 0.2% 146
2022
Q2 		$306K Buy
3,777
+23
+0.6% +$1.92K 0.17% 160
2022
Q1 		$329K Hold
3,754
– – 0.16% 161
2021
Q4 		$339K Buy
3,754
+12
+0.3% +$1.04K 0.16% 163
2021
Q3 		$313K Hold
3,742
– – 0.16% 162
2021
Q2 		$311K Buy
3,742
+64
+2% +$5.17K 0.17% 158
2021
Q1 		$283K Buy
3,678
+95
+3% +$7.31K 0.16% 158
2020
Q4 		$273K Buy
3,583
+12
+0.3% +$883 0.18% 155
2020
Q3 		$256K Buy
+3,571
New +$256K 0.22% 139

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

Beacon Financial Advisory's IXJ Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares Global Healthcare ETF (IXJ) stake by 0.86% in Q2 2026, buying an estimated $2.26K and bringing the position to 2,830 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #348.

Beacon Financial Advisory first reported a position in IXJ in Q3 2020 and has held it in 24 quarters since. The position peaked at $368K in Q3 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Beacon Financial Advisory held 2,830 shares of iShares Global Healthcare ETF worth $278K as of Q2 2026.
  • Beacon Financial Advisory bought 24 iShares Global Healthcare ETF shares in Q2 2026, an estimated $2.26K.
  • iShares Global Healthcare ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #348 holding.
  • Beacon Financial Advisory first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 24 quarters since.
  • Beacon Financial Advisory's iShares Global Healthcare ETF position peaked at $368K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.