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J.W. Cole Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

J.W. Cole Advisors’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 		$520K Buy
+5,282
New +$497K 0.01% 992
2026
Q1 		– Sell
-4,913
Closed -$478K – 1133
2025
Q4 		$478K Buy
4,913
+751
+18% +$71.1K 0.01% 921
2025
Q3 		$369K Buy
4,162
+528
+15% +$45.6K 0.01% 1122
2025
Q2 		$313K Buy
3,634
+453
+14% +$39K 0.01% 1124
2025
Q1 		$290K Buy
+3,181
New +$289K 0.01% 976

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
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

J.W. Cole Advisors's IXJ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 5,282 shares worth $520K. The stake represents 0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IXJ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IXJ in Q1 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • J.W. Cole Advisors held 5,282 shares of iShares Global Healthcare ETF worth $520K as of Q2 2026.
  • iShares Global Healthcare ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Global Healthcare ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #992 holding.
  • J.W. Cole Advisors first reported a position in iShares Global Healthcare ETF in Q1 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.