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Triumph Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Triumph Capital Management’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 		$59.4K Buy
604
+45
+8% +$4.23K 0.01% 633
2026
Q1 		$52.3K Sell
559
-3
-0.5% -$294 0.01% 626
2025
Q4 		$54.7K Buy
+562
New +$53.2K 0.01% 593

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

Triumph Capital Management's IXJ Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Global Healthcare ETF (IXJ) stake by 8.1% in Q2 2026, buying an estimated $4.23K and bringing the position to 604 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #633.

Triumph Capital Management first reported a position in IXJ in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Triumph Capital Management held 604 shares of iShares Global Healthcare ETF worth $59.4K as of Q2 2026.
  • Triumph Capital Management bought 45 iShares Global Healthcare ETF shares in Q2 2026, an estimated $4.23K.
  • iShares Global Healthcare ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #633 holding.
  • Triumph Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.