Fiduciary Alliance’s iShares Global Healthcare ETF IXJ Stock Holding History

Fiduciary Alliance’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	$348K	Buy	3,539 +134	+4%	+$12.6K	0.02%	416
2026 Q1	$324K	Sell	3,405 -279	-8%	-$27.3K	0.02%	433
2025 Q4	$359K	Sell	3,684 -2	-0.1%	-$189	0.02%	390
2025 Q3	$327K	Buy	3,686 +9	+0.2%	+$778	0.02%	401
2025 Q2	$317K	Buy	3,677 +29	+0.8%	+$2.5K	0.02%	385
2025 Q1	$333K	Sell	3,648 -73	-2%	-$6.63K	0.03%	299
2024 Q4	$320K	Sell	3,721 -92	-2%	-$8.5K	0.03%	282
2024 Q3	$374K	Buy	+3,813	New	+$370K	0.05%	185

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

Fiduciary Alliance's IXJ Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Global Healthcare ETF (IXJ) stake by 3.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,539 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #416.

Fiduciary Alliance first reported a position in IXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $374K in Q3 2024. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Fiduciary Alliance held 3,539 shares of iShares Global Healthcare ETF worth $348K as of Q2 2026.
Fiduciary Alliance bought 134 iShares Global Healthcare ETF shares in Q2 2026, an estimated $12.6K.
iShares Global Healthcare ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #416 holding.
Fiduciary Alliance first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 8 quarters since.
Fiduciary Alliance's iShares Global Healthcare ETF position peaked at $374K in Q3 2024.
302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.