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Cassaday & Co Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Cassaday & Co Wealth Management’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 		$817K Hold
8,300
– – 0.02% 174
2026
Q1 		$776K Sell
8,300
-13
-0.2% -$1.27K 0.02% 166
2025
Q4 		$810K Buy
8,313
+2,313
+39% +$219K 0.02% 158
2025
Q3 		$532K Buy
+6,000
New +$519K 0.01% 205

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

Cassaday & Co Wealth Management's IXJ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 8,300 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #174.

Cassaday & Co Wealth Management first reported a position in IXJ in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Cassaday & Co Wealth Management held 8,300 shares of iShares Global Healthcare ETF worth $817K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.