Key Financial Inc’s iShares Global Healthcare ETF IXJ Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-20	Closed	-$1.95K	–	1435
2025 Q4	$1.95K	Hold	20	–	–	﹤0.01%	1177
2025 Q3	$1.83K	Hold	20	–	–	﹤0.01%	1204
2025 Q2	$1.72K	Sell	20 -58	-74%	-$4.99K	﹤0.01%	1205
2025 Q1	$7.11K	Hold	78	–	–	﹤0.01%	907
2024 Q4	$6.71K	Buy	78 +58	+290%	+$5.36K	﹤0.01%	911
2024 Q3	$1.96K	Hold	20	–	–	﹤0.01%	1111
2024 Q2	$1.86K	Hold	20	–	–	﹤0.01%	1114
2024 Q1	$1.86K	Hold	20	–	–	﹤0.01%	1108
2023 Q4	$1.73K	Hold	20	–	–	﹤0.01%	1119
2023 Q3	$1.65K	Hold	20	–	–	﹤0.01%	1136
2023 Q2	$1.7K	Hold	20	–	–	﹤0.01%	1185
2023 Q1	$1.67K	Hold	20	–	–	﹤0.01%	984
2022 Q4	$1.51K	Hold	20	–	–	﹤0.01%	986
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	955
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	941
2022 Q1	$2K	Buy	+20	New	+$1.69K	﹤0.01%	930

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Financial Inc's IXJ Position: Q1 2026 in Review

Key Financial Inc sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 20 shares — an estimated $1.95K sold.

Key Financial Inc first reported a position in IXJ in Q1 2022 and held it in 16 quarters. The position peaked at $7.11K in Q1 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Key Financial Inc reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 20 iShares Global Healthcare ETF shares in Q1 2026, an estimated $1.95K.
Key Financial Inc first reported a position in iShares Global Healthcare ETF in Q1 2022 and held it in 16 quarters.
Key Financial Inc's iShares Global Healthcare ETF position peaked at $7.11K in Q1 2025.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.