Beacon Pointe Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Beacon Pointe 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	$1.85M	Sell	18,820 -1,054	-5%	-$99.2K	0.01%	796
2026 Q1	$1.86M	Sell	19,874 -5,923	-23%	-$580K	0.01%	757
2025 Q4	$2.51M	Buy	25,797 +21,995	+579%	+$2.08M	0.02%	541
2025 Q3	$337K	Buy	3,802 +10	+0.3%	+$864	﹤0.01%	1141
2025 Q2	$326K	Hold	3,792	–	–	﹤0.01%	1015
2025 Q1	$346K	Hold	3,792	–	–	﹤0.01%	968
2024 Q4	$326K	Buy	3,792 +50	+1%	+$4.62K	﹤0.01%	979
2024 Q3	$367K	Sell	3,742 -399	-10%	-$38.7K	﹤0.01%	956
2024 Q2	$384K	Buy	4,141 +224	+6%	+$20.4K	﹤0.01%	970
2024 Q1	$365K	Sell	3,917 -378	-9%	-$34.2K	﹤0.01%	1034
2023 Q4	$372K	Hold	4,295	–	–	﹤0.01%	999
2023 Q3	$354K	Buy	4,295 +125	+3%	+$10.6K	﹤0.01%	995
2023 Q2	$354K	Hold	4,170	–	–	0.01%	826
2023 Q1	$348K	Hold	4,170	–	–	0.01%	880
2022 Q4	$354K	Buy	4,170 +50	+1%	+$4.12K	0.01%	809
2022 Q3	$310K	Hold	4,120	–	–	0.01%	785
2022 Q2	$335K	Sell	4,120 -203	-5%	-$17K	0.01%	784
2022 Q1	$379K	Buy	+4,323	New	+$366K	0.01%	896

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's IXJ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 5.3% in Q2 2026, selling an estimated $99.2K and leaving 18,820 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #796.

Beacon Pointe Advisors first reported a position in IXJ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.51M in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Beacon Pointe Advisors held 18,820 shares of iShares Global Healthcare ETF worth $1.85M as of Q2 2026.
Beacon Pointe Advisors sold 1,054 iShares Global Healthcare ETF shares in Q2 2026, an estimated $99.2K.
iShares Global Healthcare ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #796 holding.
Beacon Pointe Advisors first reported a position in iShares Global Healthcare ETF in Q1 2022 and has held it in 18 quarters since.
Beacon Pointe Advisors's iShares Global Healthcare ETF position peaked at $2.51M in Q4 2025.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.