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Activest Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Activest Wealth 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 		– Sell
-1,512
Closed -$141K – 1432
2026
Q1 		$141K Hold
1,512
– – 0.02% 186
2025
Q4 		$147K Buy
1,512
+692
+84% +$65.5K 0.03% 178
2025
Q3 		$72.7K Buy
+820
New +$70.9K 0.01% 217
2024
Q4 		– Sell
-400
Closed -$37K – 918
2024
Q3 		$39.3K Buy
+400
New +$38.8K 0.01% 195

Other funds holding IXJ

RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CWA
Clarity Wealth Advisors San Jose, California $567M AUM 27.85% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Activest Wealth Management's IXJ Position: Q2 2026 in Review

Activest Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 1,512 shares — an estimated $141K sold.

Activest Wealth Management first reported a position in IXJ in Q3 2024 and held it in 4 quarters. The position peaked at $147K in Q4 2025. 103 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,512 iShares Global Healthcare ETF shares in Q2 2026, an estimated $141K.
  • Activest Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2024 and held it in 4 quarters.
  • Activest Wealth Management's iShares Global Healthcare ETF position peaked at $147K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.