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Atria Wealth Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Atria Wealth Solutions’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 		$686K Buy
7,960
+490
+7% +$42.2K 0.02% 789
2025
Q1 		$681K Sell
7,470
-607
-8% -$55.1K 0.01% 1047
2024
Q4 		$694K Sell
8,077
-3,637
-31% -$336K 0.01% 1078
2024
Q3 		$1.15M Sell
11,714
-5,906
-34% -$573K 0.01% 864
2024
Q2 		$1.64M Sell
17,620
-5,402
-23% -$493K 0.02% 699
2024
Q1 		$2.14M Buy
23,022
+4,425
+24% +$400K 0.02% 614
2023
Q4 		$1.61M Buy
18,597
+1,256
+7% +$104K 0.02% 675
2023
Q3 		$1.43M Buy
17,341
+7,957
+85% +$675K 0.02% 679
2023
Q2 		$798K Sell
9,384
-2,192
-19% -$187K 0.01% 946
2023
Q1 		$965K Sell
11,576
-89
-0.8% -$7.37K 0.01% 808
2022
Q4 		$990K Buy
11,665
+2,603
+29% +$215K 0.02% 753
2022
Q3 		$683K Sell
9,062
-27,709
-75% -$2.24M 0.01% 870
2022
Q2 		$2.98M Buy
36,771
+30,256
+464% +$2.53M 0.06% 341
2022
Q1 		$570K Buy
+6,515
New +$551K 0.01% 992

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's IXJ Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Global Healthcare ETF (IXJ) stake by 6.6% in Q2 2025, buying an estimated $42.2K and bringing the position to 7,960 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #789.

Atria Wealth Solutions first reported a position in IXJ in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.98M in Q2 2022. 269 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Atria Wealth Solutions held 7,960 shares of iShares Global Healthcare ETF worth $686K as of Q2 2025.
  • Atria Wealth Solutions bought 490 iShares Global Healthcare ETF shares in Q2 2025, an estimated $42.2K.
  • iShares Global Healthcare ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #789 holding.
  • Atria Wealth Solutions first reported a position in iShares Global Healthcare ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Global Healthcare ETF position peaked at $2.98M in Q2 2022.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.