Integrated Wealth Concepts
IXJ icon

Integrated Wealth Concepts’s iShares Global Healthcare ETF IXJ Stock Holding History

Integrated Wealth Concepts’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 		$553K Buy
5,624
+91
+2% +$8.56K ﹤0.01% 1597
2026
Q1 		$518K Sell
5,533
-338
-6% -$33.1K ﹤0.01% 1524
2025
Q4 		$572K Buy
5,871
+99
+2% +$9.37K 0.01% 1027
2025
Q3 		$512K Buy
5,772
+1,422
+33% +$123K ﹤0.01% 1326
2025
Q2 		$374K Sell
4,350
-1,883
-30% -$162K ﹤0.01% 1435
2025
Q1 		$568K Sell
6,233
-3,261
-34% -$296K 0.01% 1086
2024
Q4 		$816K Sell
9,494
-7,280
-43% -$673K 0.01% 910
2024
Q3 		$1.65M Sell
16,774
-1,294
-7% -$125K 0.02% 596
2024
Q2 		$1.68M Sell
18,068
-4,161
-19% -$380K 0.02% 571
2024
Q1 		$2.07M Sell
22,229
-129
-0.6% -$11.7K 0.03% 508
2023
Q4 		$1.94M Sell
22,358
-34,049
-60% -$2.82M 0.03% 496
2023
Q3 		$4.65M Buy
56,407
+10,431
+23% +$885K 0.08% 237
2023
Q2 		$3.91M Sell
45,976
-3,937
-8% -$336K 0.07% 273
2023
Q1 		$4.16M Buy
49,913
+3,239
+7% +$268K 0.09% 224
2022
Q4 		$3.96M Buy
46,674
+3,125
+7% +$258K 0.11% 190
2022
Q3 		$3.28M Buy
+43,549
New +$3.52M 0.1% 188

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 $58.2B AUM 22.78% 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

Integrated Wealth Concepts's IXJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Global Healthcare ETF (IXJ) stake by 1.6% in Q2 2026, buying an estimated $8.56K and bringing the position to 5,624 shares worth $553K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Integrated Wealth Concepts first reported a position in IXJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.65M in Q3 2023. 305 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Integrated Wealth Concepts held 5,624 shares of iShares Global Healthcare ETF worth $553K as of Q2 2026.
  • Integrated Wealth Concepts bought 91 iShares Global Healthcare ETF shares in Q2 2026, an estimated $8.56K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1597 holding.
  • Integrated Wealth Concepts first reported a position in iShares Global Healthcare ETF in Q3 2022 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's iShares Global Healthcare ETF position peaked at $4.65M in Q3 2023.
  • 305 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.