Independent Financial Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Independent Financial Group’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
2025 Q2	–	Sell	-2,262	Closed	-$206K	–	1327
2025 Q1	$206K	Sell	2,262 -205	-8%	-$18.6K	0.01%	1101
2024 Q4	$212K	Sell	2,467 -800	-24%	-$73.9K	0.01%	1069
2024 Q3	$321K	Buy	3,267 +300	+10%	+$29.1K	0.01%	853
2024 Q2	$275K	Sell	2,967 -375	-11%	-$34.2K	0.01%	873
2024 Q1	$311K	Sell	3,342 -23	-0.7%	-$2.08K	0.01%	763
2023 Q4	$292K	Buy	3,365 +289	+9%	+$24K	0.02%	732
2023 Q3	$254K	Hold	3,076	–	–	0.02%	737
2023 Q2	$261K	Sell	3,076 -22	-0.7%	-$1.88K	0.02%	701
2023 Q1	$258K	Buy	+3,098	New	+$257K	0.02%	677

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 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

RBA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Financial Group's IXJ Position: Q2 2025 in Review

Independent Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 2,262 shares — an estimated $206K sold.

Independent Financial Group first reported a position in IXJ in Q1 2023 and held it in 9 quarters. The position peaked at $321K in Q3 2024. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

Independent Financial Group reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Independent Financial Group sold 2,262 iShares Global Healthcare ETF shares in Q2 2025, an estimated $206K.
Independent Financial Group first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 9 quarters.
Independent Financial Group's iShares Global Healthcare ETF position peaked at $321K in Q3 2024.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.