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Arkadios Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Arkadios Wealth 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
2025
Q2 		– Sell
-19,657
Closed -$1.79M – 1343
2025
Q1 		$1.79M Buy
+19,657
New +$1.79M 0.07% 315

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's IXJ Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 19,657 shares — an estimated $1.79M sold.

Arkadios Wealth Advisors first reported a position in IXJ in Q1 2025 and held it in 1 quarter. The position peaked at $1.79M in Q1 2025. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 19,657 iShares Global Healthcare ETF shares in Q2 2025, an estimated $1.79M.
  • Arkadios Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q1 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's iShares Global Healthcare ETF position peaked at $1.79M in Q1 2025.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.