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Steward Partners Investment Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

Steward Partners Investment Advisory’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 		$1.17M Buy
11,917
+3,754
+46% +$353K 0.01% 1202
2026
Q1 		$764K Sell
8,163
-9,697
-54% -$950K ﹤0.01% 1306
2025
Q4 		$1.74M Buy
17,860
+1,069
+6% +$101K 0.01% 840
2025
Q3 		$1.49M Buy
16,791
+11,136
+197% +$963K 0.01% 888
2025
Q2 		$487K Buy
5,655
+282
+5% +$24.3K ﹤0.01% 1319
2025
Q1 		$490K Buy
5,373
+205
+4% +$18.6K ﹤0.01% 1227
2024
Q4 		$444K Sell
5,168
-187
-3% -$17.3K ﹤0.01% 1221
2024
Q3 		$526K Buy
5,355
+151
+3% +$14.6K ﹤0.01% 1088
2024
Q2 		$483K Buy
5,204
+76
+1% +$6.94K 0.01% 1079
2024
Q1 		$478K Buy
5,128
+218
+4% +$19.7K 0.01% 1071
2023
Q4 		$426K Buy
4,910
+10
+0.2% +$829 0.01% 1065
2023
Q3 		$404K Buy
4,900
+1,900
+63% +$161K 0.01% 1003
2023
Q2 		$255K Hold
3,000
– – ﹤0.01% 1182
2023
Q1 		$250K Sell
3,000
-31
-1% -$2.57K ﹤0.01% 1185
2022
Q4 		$257K Buy
3,031
+6
+0.2% +$495 ﹤0.01% 1137
2022
Q3 		$228K Hold
3,025
– – ﹤0.01% 1151
2022
Q2 		$245K Buy
3,025
+2,025
+203% +$169K ﹤0.01% 1121
2022
Q1 		$88K Hold
1,000
– – ﹤0.01% 1656
2021
Q4 		$90K Hold
1,000
– – ﹤0.01% 1641
2021
Q3 		$84K Buy
1,000
+200
+25% +$17.3K ﹤0.01% 1632
2021
Q2 		$66K Sell
800
-2,504
-76% -$202K ﹤0.01% 2807
2021
Q1 		$255K Buy
3,304
+2,504
+313% +$193K ﹤0.01% 1180
2020
Q4 		$61K Hold
800
– – ﹤0.01% 1574
2020
Q3 		$57K Sell
800
-1,339
-63% -$96K ﹤0.01% 1444
2020
Q2 		$147K Hold
2,139
– – ﹤0.01% 987
2020
Q1 		$130K Sell
2,139
-1,900
-47% -$125K ﹤0.01% 914
2019
Q4 		$277K Sell
4,039
-517
-11% -$33.5K 0.01% 784
2019
Q3 		$278K Buy
4,556
+2,214
+95% +$135K 0.01% 741
2019
Q2 		$144K Buy
+2,342
New +$140K 0.01% 917
2018
Q4 		– Sell
-1,000
Closed -$63K – 1462
2018
Q3 		$63K Buy
1,000
+800
+400% +$48.3K ﹤0.01% 1109
2018
Q2 		$11K Buy
+200
New +$11.3K ﹤0.01% 1698

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's IXJ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Healthcare ETF (IXJ) stake by 46% in Q2 2026, buying an estimated $353K and bringing the position to 11,917 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1202.

Steward Partners Investment Advisory first reported a position in IXJ in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.74M in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Steward Partners Investment Advisory held 11,917 shares of iShares Global Healthcare ETF worth $1.17M as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,754 iShares Global Healthcare ETF shares in Q2 2026, an estimated $353K.
  • iShares Global Healthcare ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1202 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global Healthcare ETF in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares Global Healthcare ETF position peaked at $1.74M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.