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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
Q3 		$289K Hold
2,830
– – 0.05% 350
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% +$5.18K 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

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

Beacon Financial Advisory's IXJ Position: Q3 2026 in Review

Beacon Financial Advisory held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 2,830 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #350.

Beacon Financial Advisory first reported a position in IXJ in Q3 2020 and has held it in 25 quarters since. The position peaked at $368K in Q3 2024. 58 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Beacon Financial Advisory held 2,830 shares of iShares Global Healthcare ETF worth $289K as of Q3 2026.
  • Beacon Financial Advisory left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
  • iShares Global Healthcare ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #350 holding.
  • Beacon Financial Advisory first reported a position in iShares Global Healthcare ETF in Q3 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's iShares Global Healthcare ETF position peaked at $368K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

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