Capital Investment Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Capital Investment Advisory Services’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	$18.3K	Buy	186 +82	+79%	+$7.72K	﹤0.01%	1097
2026 Q1	$9.73K	Hold	104	–	–	﹤0.01%	1063
2025 Q4	$10.1K	Hold	104	–	–	﹤0.01%	1017
2025 Q3	$9.22K	Hold	104	–	–	﹤0.01%	974
2025 Q2	$8.95K	Hold	104	–	–	﹤0.01%	947
2025 Q1	$9.48K	Hold	104	–	–	﹤0.01%	877
2024 Q4	$8.94K	Hold	104	–	–	﹤0.01%	820
2024 Q3	$10.2K	Hold	104	–	–	﹤0.01%	856
2024 Q2	$9.65K	Hold	104	–	–	﹤0.01%	834
2024 Q1	$9.69K	Sell	104 -206	-66%	-$18.6K	﹤0.01%	823
2023 Q4	$26.9K	Hold	310	–	–	﹤0.01%	744
2023 Q3	$25.6K	Hold	310	–	–	﹤0.01%	705
2023 Q2	$26.3K	Sell	310 -13	-4%	-$1.11K	﹤0.01%	675
2023 Q1	$26.9K	Hold	323	–	–	﹤0.01%	665
2022 Q4	$27.4K	Sell	323 -38	-11%	-$3.13K	﹤0.01%	676
2022 Q3	$27K	Sell	361 -43	-11%	-$3.48K	﹤0.01%	622
2022 Q2	$33K	Hold	404	–	–	﹤0.01%	631
2022 Q1	$35K	Hold	404	–	–	﹤0.01%	658
2021 Q4	$36K	Hold	404	–	–	﹤0.01%	632
2021 Q3	$34K	Sell	404 -24	-6%	-$2.08K	﹤0.01%	593
2021 Q2	$36K	Sell	428 -13	-3%	-$1.05K	﹤0.01%	611
2021 Q1	$34K	Hold	441	–	–	﹤0.01%	566
2020 Q4	$34K	Hold	441	–	–	0.01%	541
2020 Q3	$32K	Buy	441 +428	+3,292%	+$30.7K	0.01%	481
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	562
2020 Q1	$1K	Sell	13 -114	-90%	-$7.52K	﹤0.01%	555
2019 Q4	$9K	Sell	127 -316	-71%	-$20.5K	﹤0.01%	481
2019 Q3	$27K	Sell	443 -48	-10%	-$2.94K	0.01%	726
2019 Q2	$30K	Hold	491	–	–	0.01%	669
2019 Q1	$30K	Hold	491	–	–	0.01%	589
2018 Q4	$28K	Buy	+491	New	+$29.4K	0.01%	568

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

Capital Investment Advisory Services's IXJ Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Global Healthcare ETF (IXJ) stake by 79% in Q2 2026, buying an estimated $7.72K and bringing the position to 186 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Capital Investment Advisory Services first reported a position in IXJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $36K in Q4 2021. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Capital Investment Advisory Services held 186 shares of iShares Global Healthcare ETF worth $18.3K as of Q2 2026.
Capital Investment Advisory Services bought 82 iShares Global Healthcare ETF shares in Q2 2026, an estimated $7.72K.
iShares Global Healthcare ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1097 holding.
Capital Investment Advisory Services first reported a position in iShares Global Healthcare ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares Global Healthcare ETF position peaked at $36K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.