Jones Financial Companies’s iShares Global Healthcare ETF IXJ Stock Holding History

Jones Financial Companies’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	$2.4M	Buy	24,303 +5,914	+32%	+$556K	﹤0.01%	1492
2026 Q1	$1.68M	Buy	18,389 +3,529	+24%	+$346K	﹤0.01%	1502
2025 Q4	$1.45M	Buy	14,860 +2,344	+19%	+$222K	﹤0.01%	1087
2025 Q3	$1.08M	Buy	12,516 +1,772	+16%	+$153K	﹤0.01%	1101
2025 Q2	$920K	Buy	10,744 +2,033	+23%	+$175K	﹤0.01%	1034
2025 Q1	$791K	Buy	8,711 +1,310	+18%	+$119K	﹤0.01%	952
2024 Q4	$636K	Buy	7,401 +1,878	+34%	+$174K	﹤0.01%	896
2024 Q3	$540K	Buy	5,523 +1,292	+31%	+$125K	﹤0.01%	795
2024 Q2	$393K	Buy	4,231 +3,831	+958%	+$350K	﹤0.01%	625
2024 Q1	$37.3K	Buy	400 +350	+700%	+$31.7K	﹤0.01%	784
2023 Q4	$4.34K	Buy	+50	New	+$4.14K	﹤0.01%	778
2022 Q1	–	Sell	-1,334	Closed	-$121K	–	765
2021 Q4	$121K	Buy	+1,334	New	+$115K	﹤0.01%	293

Other funds holding IXJ

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's IXJ Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Global Healthcare ETF (IXJ) stake by 32% in Q2 2026, buying an estimated $556K and bringing the position to 24,303 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Jones Financial Companies first reported a position in IXJ in Q4 2021 and has held it in 12 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Jones Financial Companies held 24,303 shares of iShares Global Healthcare ETF worth $2.4M as of Q2 2026.
Jones Financial Companies bought 5,914 iShares Global Healthcare ETF shares in Q2 2026, an estimated $556K.
iShares Global Healthcare ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1492 holding.
Jones Financial Companies first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 12 quarters since.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.