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Strategic Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Strategic Wealth Partners’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 		$19.7K Hold
200
– – ﹤0.01% 753
2026
Q1 		$18.7K Hold
200
– – ﹤0.01% 724
2025
Q4 		$19.5K Sell
200
-221
-52% -$20.9K ﹤0.01% 704
2025
Q3 		$37.3K Hold
421
– – ﹤0.01% 613
2025
Q2 		$36.2K Buy
+421
New +$36.2K ﹤0.01% 551

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

Strategic Wealth Partners's IXJ Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 200 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Strategic Wealth Partners first reported a position in IXJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.3K in Q3 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Strategic Wealth Partners held 200 shares of iShares Global Healthcare ETF worth $19.7K as of Q2 2026.
  • Strategic Wealth Partners left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #753 holding.
  • Strategic Wealth Partners first reported a position in iShares Global Healthcare ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares Global Healthcare ETF position peaked at $37.3K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.