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

Kestra Private Wealth 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	$358K	Sell	3,635 -2,152	-37%	-$202K	﹤0.01%	1419
2026 Q1	$541K	Sell	5,787 -6,377	-52%	-$625K	0.01%	1158
2025 Q4	$1.18M	Buy	12,164 +499	+4%	+$47.2K	0.01%	734
2025 Q3	$1.03M	Buy	11,665 +8,823	+310%	+$763K	0.01%	763
2025 Q2	$245K	Sell	2,842 -178	-6%	-$15.3K	﹤0.01%	1408
2025 Q1	$275K	Sell	3,020 -100	-3%	-$9.08K	﹤0.01%	1238
2024 Q4	$268K	Buy	+3,120	New	+$288K	﹤0.01%	1178

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 Private Wealth Services's IXJ Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Global Healthcare ETF (IXJ) stake by 37% in Q2 2026, selling an estimated $202K and leaving 3,635 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Kestra Private Wealth Services first reported a position in IXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Kestra Private Wealth Services held 3,635 shares of iShares Global Healthcare ETF worth $358K as of Q2 2026.
Kestra Private Wealth Services sold 2,152 iShares Global Healthcare ETF shares in Q2 2026, an estimated $202K.
iShares Global Healthcare ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1419 holding.
Kestra Private Wealth Services first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's iShares Global Healthcare ETF position peaked at $1.18M in Q4 2025.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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