Sequoia Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Sequoia Financial Advisors’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	$1.16M	Buy	11,744 +742	+7%	+$69.8K	0.01%	878
2026 Q1	$1.03M	Hold	11,002	–	–	0.01%	886
2025 Q4	$1.07M	Sell	11,002 -1	-0%	-$95	0.01%	854
2025 Q3	$975K	Sell	11,003 -554	-5%	-$47.9K	0.01%	788
2025 Q2	$995K	Buy	11,557 +921	+9%	+$79.2K	0.01%	688
2025 Q1	$970K	Sell	10,636 -231	-2%	-$21K	0.01%	623
2024 Q4	$934K	Hold	10,867	–	–	0.01%	595
2024 Q3	$1.07M	Buy	10,867 +401	+4%	+$38.9K	0.01%	523
2024 Q2	$972K	Hold	10,466	–	–	0.01%	489
2024 Q1	$975K	Hold	10,466	–	–	0.01%	484
2023 Q4	$908K	Buy	+10,466	New	+$867K	0.01%	552

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

Sequoia Financial Advisors's IXJ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 6.7% in Q2 2026, buying an estimated $69.8K and bringing the position to 11,744 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #878.

Sequoia Financial Advisors first reported a position in IXJ in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Sequoia Financial Advisors held 11,744 shares of iShares Global Healthcare ETF worth $1.16M as of Q2 2026.
Sequoia Financial Advisors bought 742 iShares Global Healthcare ETF shares in Q2 2026, an estimated $69.8K.
iShares Global Healthcare ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #878 holding.
Sequoia Financial Advisors first reported a position in iShares Global Healthcare ETF in Q4 2023 and has held it in 11 quarters since.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.