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BFC Planning, Inc.’s iShares Global Healthcare ETF IXJ Stock Holding History

BFC Planning, Inc.’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 		$36.5K Buy
371
+280
+308% +$26.3K ﹤0.01% 1712
2026
Q1 		$8.51K Hold
91
– – ﹤0.01% 2109
2025
Q4 		$8.86K Hold
91
– – ﹤0.01% 2121
2025
Q3 		$8.06K Hold
91
– – ﹤0.01% 2012
2025
Q2 		$7.83K Hold
91
– – ﹤0.01% 1912
2025
Q1 		$8.3K Hold
91
– – ﹤0.01% 1845
2024
Q4 		$7.82K Buy
+91
New +$8.41K ﹤0.01% 1866

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Phoenix Financial
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 $59.5B AUM 15.92% 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

BFC Planning, Inc.'s IXJ Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Global Healthcare ETF (IXJ) stake by 308% in Q2 2026, buying an estimated $26.3K and bringing the position to 371 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

BFC Planning, Inc. first reported a position in IXJ in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • BFC Planning, Inc. held 371 shares of iShares Global Healthcare ETF worth $36.5K as of Q2 2026.
  • BFC Planning, Inc. bought 280 iShares Global Healthcare ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Global Healthcare ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1712 holding.
  • BFC Planning, Inc. first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.