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Atria Investments’s iShares Global Healthcare ETF IXJ Stock Holding History

Atria Investments’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 		$1.67M Buy
16,991
+13,076
+334% +$1.23M 0.02% 851
2026
Q1 		$366K Sell
3,915
-8,870
-69% -$869K ﹤0.01% 1625
2025
Q4 		$1.25M Buy
12,785
+1
+0% +$95 0.01% 952
2025
Q3 		$1.13M Sell
12,784
-69
-0.5% -$5.96K 0.01% 993
2025
Q2 		$1.11M Buy
12,853
+1,764
+16% +$152K 0.01% 979
2025
Q1 		$1.01M Sell
11,089
-371
-3% -$33.7K 0.01% 988
2024
Q4 		$985K Sell
11,460
-2,594
-18% -$240K 0.01% 990
2024
Q3 		$1.38M Sell
14,054
-1,045
-7% -$101K 0.02% 824
2024
Q2 		$1.4M Sell
15,099
-424
-3% -$38.7K 0.02% 786
2024
Q1 		$1.45M Buy
15,523
+251
+2% +$22.7K 0.02% 785
2023
Q4 		$1.32M Buy
15,272
+1,003
+7% +$83.1K 0.02% 772
2023
Q3 		$1.18M Buy
+14,269
New +$1.21M 0.02% 776
2023
Q1 		– Sell
-14,332
Closed -$1.22M – 851
2022
Q4 		$1.22M Buy
+14,332
New +$1.18M 0.02% 681
2020
Q1 		– Sell
-9,146
Closed -$629K – 882
2019
Q4 		$629K Buy
9,146
+1,445
+19% +$93.7K 0.02% 700
2019
Q3 		$470K Sell
7,701
-102
-1% -$6.24K 0.02% 599
2019
Q2 		$474K Buy
7,803
+293
+4% +$17.6K 0.02% 598
2019
Q1 		$459K Sell
7,510
-1,590
-17% -$94.7K 0.02% 557
2018
Q4 		$515K Sell
9,100
-4,586
-34% -$274K 0.02% 494
2018
Q3 		$862K Buy
+13,686
New +$827K 0.03% 437

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

Atria Investments's IXJ Position: Q2 2026 in Review

Atria Investments increased its iShares Global Healthcare ETF (IXJ) stake by 334% in Q2 2026, buying an estimated $1.23M and bringing the position to 16,991 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #851.

Atria Investments first reported a position in IXJ in Q3 2018 and has held it in 19 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Atria Investments held 16,991 shares of iShares Global Healthcare ETF worth $1.67M as of Q2 2026.
  • Atria Investments bought 13,076 iShares Global Healthcare ETF shares in Q2 2026, an estimated $1.23M.
  • iShares Global Healthcare ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #851 holding.
  • Atria Investments first reported a position in iShares Global Healthcare ETF in Q3 2018 and has held it in 19 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.