Kestra Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Kestra Advisory Services’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	$2.14M	Buy	21,766 +1,407	+7%	+$132K	0.01%	1304
2026 Q1	$1.9M	Buy	20,359 +15,044	+283%	+$1.47M	0.01%	1336
2025 Q4	$518K	Buy	5,315 +68	+1%	+$6.43K	﹤0.01%	2117
2025 Q3	$465K	Buy	5,247 +2,329	+80%	+$201K	﹤0.01%	2117
2025 Q2	$251K	Buy	2,918 +59	+2%	+$5.08K	﹤0.01%	2495
2025 Q1	$261K	Sell	2,859 -97	-3%	-$8.81K	﹤0.01%	2272
2024 Q4	$254K	Sell	2,956 -759	-20%	-$70.1K	﹤0.01%	2355
2024 Q3	$365K	Buy	3,715 +1,046	+39%	+$101K	﹤0.01%	1976
2024 Q2	$212K	Buy	2,669 +466	+21%	+$42.5K	﹤0.01%	2370
2024 Q1	$205K	Buy	+2,203	New	+$199K	﹤0.01%	2259
2023 Q3	–	Sell	-2,639	Closed	-$224K	–	2172
2023 Q2	$224K	Sell	2,639 -47	-2%	-$4.01K	﹤0.01%	1835
2023 Q1	$224K	Sell	2,686 -2,011	-43%	-$167K	﹤0.01%	1763
2022 Q4	$399K	Buy	+4,697	New	+$387K	﹤0.01%	1547
2022 Q3	–	Sell	-3,871	Closed	-$314K	–	2174
2022 Q2	$314K	Buy	3,871 +799	+26%	+$66.8K	﹤0.01%	1591
2022 Q1	$269K	Sell	3,072 -1,061	-26%	-$89.8K	﹤0.01%	1655
2021 Q4	$373K	Buy	4,133 +66	+2%	+$5.7K	﹤0.01%	1480
2021 Q3	$341K	Buy	4,067 +321	+9%	+$27.8K	﹤0.01%	1585
2021 Q2	$311K	Buy	3,746 +18	+0.5%	+$1.46K	﹤0.01%	1546
2021 Q1	$287K	Sell	3,728 -728	-16%	-$56K	﹤0.01%	1485
2020 Q4	$338K	Buy	+4,456	New	+$328K	﹤0.01%	1417

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

Kestra Advisory Services's IXJ Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Global Healthcare ETF (IXJ) stake by 6.9% in Q2 2026, buying an estimated $132K and bringing the position to 21,766 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1304.

Kestra Advisory Services first reported a position in IXJ in Q4 2020 and has held it in 20 quarters since. 303 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Kestra Advisory Services held 21,766 shares of iShares Global Healthcare ETF worth $2.14M as of Q2 2026.
Kestra Advisory Services bought 1,407 iShares Global Healthcare ETF shares in Q2 2026, an estimated $132K.
iShares Global Healthcare ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1304 holding.
Kestra Advisory Services first reported a position in iShares Global Healthcare ETF in Q4 2020 and has held it in 20 quarters since.
303 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.