AGWCA
IXJ icon

Annis Gardner Whiting Capital Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-1,146
Closed -$107K – 808
2026
Q1 		$107K Hold
1,146
– – 0.02% 429
2025
Q4 		$112K Buy
+1,146
New +$108K 0.02% 384

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

Annis Gardner Whiting Capital Advisors's IXJ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 1,146 shares — an estimated $107K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IXJ in Q4 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,146 iShares Global Healthcare ETF shares in Q2 2026, an estimated $107K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Global Healthcare ETF in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares Global Healthcare ETF position peaked at $112K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.