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

Angeles 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
2025 Q3	–	Sell	-48	Closed	-$4.13K	–	430
2025 Q2	$4.13K	Buy	+48	New	+$4.13K	﹤0.01%	420
2023 Q1	–	Sell	-423	Closed	-$35.9K	–	217
2022 Q4	$35.9K	Buy	423 +256	+153%	+$21.1K	0.01%	195
2022 Q3	$13K	Hold	167	–	–	﹤0.01%	203
2022 Q2	$14K	Hold	167	–	–	﹤0.01%	193
2022 Q1	$15K	Buy	+167	New	+$14.1K	﹤0.01%	188

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Angeles Wealth Management's IXJ Position: Q3 2025 in Review

Angeles Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2025, closing a stake of 48 shares — an estimated $4.13K sold.

Angeles Wealth Management first reported a position in IXJ in Q1 2022 and held it in 5 quarters. The position peaked at $35.9K in Q4 2022. 257 funds tracked by Wall St. Rank hold IXJ as of Q3 2025.

Angeles Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q3 2025 after selling out during the quarter.
Angeles Wealth Management sold 48 iShares Global Healthcare ETF shares in Q3 2025, an estimated $4.13K.
Angeles Wealth Management first reported a position in iShares Global Healthcare ETF in Q1 2022 and held it in 5 quarters.
Angeles Wealth Management's iShares Global Healthcare ETF position peaked at $35.9K in Q4 2022.
257 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.