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 Q3	$361K	Sell	3,538 -1	-0%	-$102	0.03%	374
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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fiduciary Alliance's IXJ Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Global Healthcare ETF (IXJ) stake by 0.03% in Q3 2026, selling an estimated $102 and leaving 3,538 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #374.

Fiduciary Alliance first reported a position in IXJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $374K in Q3 2024. 58 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Fiduciary Alliance held 3,538 shares of iShares Global Healthcare ETF worth $361K as of Q3 2026.
Fiduciary Alliance sold 1 iShares Global Healthcare ETF share in Q3 2026, an estimated $102.
iShares Global Healthcare ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #374 holding.
Fiduciary Alliance first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 9 quarters since.
Fiduciary Alliance's iShares Global Healthcare ETF position peaked at $374K in Q3 2024.
58 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.