Atria Investments
IXJ icon

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
Q3 		$1.73M Sell
16,929
-62
-0.4% -$6.34K 0.02% 846
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

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Atria Investments's IXJ Position: Q3 2026 in Review

Atria Investments reduced its iShares Global Healthcare ETF (IXJ) stake by 0.36% in Q3 2026, selling an estimated $6.34K and leaving 16,929 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #846.

Atria Investments first reported a position in IXJ in Q3 2018 and has held it in 20 quarters since. 33 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Atria Investments held 16,929 shares of iShares Global Healthcare ETF worth $1.73M as of Q3 2026.
  • Atria Investments sold 62 iShares Global Healthcare ETF shares in Q3 2026, an estimated $6.34K.
  • iShares Global Healthcare ETF made up 0.02% of Atria Investments's portfolio in Q3 2026, its #846 holding.
  • Atria Investments first reported a position in iShares Global Healthcare ETF in Q3 2018 and has held it in 20 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.