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 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 $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Alliance's IXJ Position: Q1 2026 in Review

Fiduciary Alliance reduced its iShares Global Healthcare ETF (IXJ) stake by 7.6% in Q1 2026, selling an estimated $27.3K and leaving 3,405 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #433.

Fiduciary Alliance first reported a position in IXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q3 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Fiduciary Alliance held 3,405 shares of iShares Global Healthcare ETF worth $324K as of Q1 2026.
Fiduciary Alliance sold 279 iShares Global Healthcare ETF shares in Q1 2026, an estimated $27.3K.
iShares Global Healthcare ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #433 holding.
Fiduciary Alliance first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 7 quarters since.
Fiduciary Alliance's iShares Global Healthcare ETF position peaked at $374K in Q3 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.