Phoenix Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Phoenix Financial’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	$264M	Sell	2,684,000 -1,050,000	-28%	-$98.8M	1.8%	15
2026 Q1	$349M	Buy	3,734,000 +1,609,220	+76%	+$158M	3.31%	7
2025 Q4	$207M	Buy	2,124,780 +925,500	+77%	+$87.6M	2.24%	11
2025 Q3	$106M	Sell	1,199,280 -19	-0%	-$1.64K	1.3%	21
2025 Q2	$103M	Sell	1,199,299 -60	-0%	-$5.16K	1.36%	24
2025 Q1	$109M	Sell	1,199,359 -60	-0%	-$5.45K	1.67%	23
2024 Q4	$103M	Sell	1,199,419 -1,205	-0.1%	-$111K	1.41%	21
2024 Q3	$118M	Sell	1,200,624 -170	-0%	-$16.5K	1.74%	17
2024 Q2	$111M	Sell	1,200,794 -57,662	-5%	-$5.26M	1.7%	16
2024 Q1	$117M	Buy	1,258,456 +2,456	+0.2%	+$222K	1.62%	14
2023 Q4	$123M	Hold	1,256,000	–	–	2.03%	14
2023 Q3	$104M	Hold	1,256,000	–	–	1.9%	17
2023 Q2	$107M	Buy	+1,256,000	New	+$107M	2.18%	15

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 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

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

Phoenix Financial's IXJ Position: Q2 2026 in Review

Phoenix Financial reduced its iShares Global Healthcare ETF (IXJ) stake by 28% in Q2 2026, selling an estimated $98.8M and leaving 2,684,000 shares worth $264M. The position accounts for 1.8% of the portfolio, ranked #15.

Phoenix Financial first reported a position in IXJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $349M in Q1 2026. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Phoenix Financial held 2,684,000 shares of iShares Global Healthcare ETF worth $264M as of Q2 2026.
Phoenix Financial sold 1,050,000 iShares Global Healthcare ETF shares in Q2 2026, an estimated $98.8M.
iShares Global Healthcare ETF made up 1.8% of Phoenix Financial's portfolio in Q2 2026, its #15 holding.
Phoenix Financial first reported a position in iShares Global Healthcare ETF in Q2 2023 and has held it in 13 quarters since.
Phoenix Financial's iShares Global Healthcare ETF position peaked at $349M in Q1 2026.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.