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

United Capital 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	$4.09M	Sell	41,594 -776	-2%	-$73K	0.02%	423
2026 Q1	$3.97M	Buy	42,370 +61	+0.1%	+$5.97K	0.02%	409
2025 Q4	$4.12M	Buy	+42,309	New	+$4M	0.02%	384
2019 Q1	–	Sell	-91,879	Closed	-$5.21M	–	1374
2018 Q4	$5.21M	Buy	+91,879	New	+$5.5M	0.04%	366
2015 Q4	–	Sell	-98,294	Closed	-$4.84M	–	1254
2015 Q3	$4.84M	Sell	98,294 -36,938	-27%	-$1.99M	0.06%	326
2015 Q2	$7.35M	Buy	135,232 +39,836	+42%	+$2.19M	0.09%	272
2015 Q1	$5.14M	Buy	95,396 +23,050	+32%	+$1.21M	0.06%	326
2014 Q4	$3.6M	Buy	+72,346	New	+$3.59M	0.05%	326

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

United Capital Financial Advisors's IXJ Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 1.8% in Q2 2026, selling an estimated $73K and leaving 41,594 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #423.

United Capital Financial Advisors first reported a position in IXJ in Q4 2014 and has held it in 8 quarters since. The position peaked at $7.35M in Q2 2015. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

United Capital Financial Advisors held 41,594 shares of iShares Global Healthcare ETF worth $4.09M as of Q2 2026.
United Capital Financial Advisors sold 776 iShares Global Healthcare ETF shares in Q2 2026, an estimated $73K.
iShares Global Healthcare ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #423 holding.
United Capital Financial Advisors first reported a position in iShares Global Healthcare ETF in Q4 2014 and has held it in 8 quarters since.
United Capital Financial Advisors's iShares Global Healthcare ETF position peaked at $7.35M in Q2 2015.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.