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 Q3	$23.9K	Buy	+234	New	+$23.9K	﹤0.01%	403
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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Activest Wealth Management's IXJ Position: Q3 2026 in Review

Activest Wealth Management opened a new position in iShares Global Healthcare ETF (IXJ) in Q3 2026: 234 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in IXJ as recently as Q1 2026.

Activest Wealth Management first reported a position in IXJ in Q3 2024 and has held it in 5 quarters since. The position peaked at $147K in Q4 2025. 44 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Activest Wealth Management held 234 shares of iShares Global Healthcare ETF worth $23.9K as of Q3 2026.
iShares Global Healthcare ETF was a new Activest Wealth Management position in Q3 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #403 holding.
Activest Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 5 quarters since.
Activest Wealth Management's iShares Global Healthcare ETF position peaked at $147K in Q4 2025.
44 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.