Money Concepts Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Money Concepts Capital’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	$218K	Buy	2,219 +5	+0.2%	+$470	0.01%	592
2026 Q1	$207K	Buy	+2,214	New	+$217K	0.01%	540
2023 Q2	–	Sell	-7,977	Closed	-$304K	–	417
2023 Q1	$304K	Buy	7,977 +6,989	+707%	+$579K	0.02%	354
2022 Q4	$83.9K	Buy	988 +120	+14%	+$9.9K	﹤0.01%	1042
2022 Q3	$65K	Buy	868 +25	+3%	+$2.02K	﹤0.01%	663
2022 Q2	$69K	Sell	843 -75	-8%	-$6.27K	0.01%	648
2022 Q1	$80K	Buy	918 +118	+15%	+$9.98K	﹤0.01%	1067
2021 Q4	$72K	Buy	+800	New	+$69.1K	0.01%	574
2021 Q1	$53K	Hold	685	–	–	﹤0.01%	564
2020 Q4	$52K	Buy	+685	New	+$50.4K	﹤0.01%	516

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

Money Concepts Capital's IXJ Position: Q2 2026 in Review

Money Concepts Capital increased its iShares Global Healthcare ETF (IXJ) stake by 0.23% in Q2 2026, buying an estimated $470 and bringing the position to 2,219 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #592.

Money Concepts Capital first reported a position in IXJ in Q4 2020 and has held it in 10 quarters since. The position peaked at $304K in Q1 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Money Concepts Capital held 2,219 shares of iShares Global Healthcare ETF worth $218K as of Q2 2026.
Money Concepts Capital bought 5 iShares Global Healthcare ETF shares in Q2 2026, an estimated $470.
iShares Global Healthcare ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #592 holding.
Money Concepts Capital first reported a position in iShares Global Healthcare ETF in Q4 2020 and has held it in 10 quarters since.
Money Concepts Capital's iShares Global Healthcare ETF position peaked at $304K in Q1 2023.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.