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

Transamerica 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 Q1	–	Sell	-133	Closed	-$13K	–	2020
2025 Q4	$13K	Buy	+133	New	+$12.6K	﹤0.01%	802
2019 Q1	–	Sell	-59,494	Closed	-$3.37M	–	285
2018 Q4	$3.37M	Sell	59,494 -10,405	-15%	-$623K	0.87%	27
2018 Q3	$4.4M	Buy	+69,899	New	+$4.22M	0.94%	29
2017 Q2	–	Sell	-4,092	Closed	-$211K	–	414
2017 Q1	$211K	Buy	+4,092	New	+$205K	0.03%	211
2016 Q1	–	Sell	-1,466	Closed	-$76K	–	809
2015 Q4	$76K	Buy	1,466 +686	+88%	+$35.3K	0.01%	363
2015 Q3	$39K	Sell	780 -64,586	-99%	-$3.48M	﹤0.01%	413
2015 Q2	$3.55M	Sell	65,366 -5,462	-8%	-$301K	0.25%	81
2015 Q1	$3.82M	Buy	+70,828	New	+$3.71M	0.27%	63

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Transamerica Financial Advisors's IXJ Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 133 shares — an estimated $13K sold.

Transamerica Financial Advisors first reported a position in IXJ in Q1 2015 and held it in 8 quarters. The position peaked at $4.4M in Q3 2018. 286 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Transamerica Financial Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 133 iShares Global Healthcare ETF shares in Q1 2026, an estimated $13K.
Transamerica Financial Advisors first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 8 quarters.
Transamerica Financial Advisors's iShares Global Healthcare ETF position peaked at $4.4M in Q3 2018.
286 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.