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Avantax Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Avantax Advisory Services’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
-2,194
Closed -$200K – 2405
2025
Q1 		$200K Sell
2,194
-412
-16% -$37.4K ﹤0.01% 2104
2024
Q4 		$224K Buy
2,606
+157
+6% +$14.5K ﹤0.01% 1985
2024
Q3 		$240K Sell
2,449
-294
-11% -$28.5K ﹤0.01% 1905
2024
Q2 		$255K Buy
2,743
+355
+15% +$32.4K ﹤0.01% 1807
2024
Q1 		$222K Buy
+2,388
New +$216K ﹤0.01% 1485
2023
Q4 		– Sell
-6,083
Closed -$501K – 1627
2023
Q3 		$501K Buy
6,083
+758
+14% +$64.3K 0.01% 945
2023
Q2 		$453K Buy
5,325
+739
+16% +$63K 0.01% 981
2023
Q1 		$382K Buy
4,586
+119
+3% +$9.86K ﹤0.01% 1026
2022
Q4 		$379K Buy
+4,467
New +$368K 0.01% 991
2020
Q4 		– Sell
-6,508
Closed -$466K – 1145
2020
Q3 		$466K Buy
+6,508
New +$466K 0.01% 819

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

Avantax Advisory Services's IXJ Position: Q2 2025 in Review

Avantax Advisory Services sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 2,194 shares — an estimated $200K sold.

Avantax Advisory Services first reported a position in IXJ in Q3 2020 and held it in 10 quarters. The position peaked at $501K in Q3 2023. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Avantax Advisory Services reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 2,194 iShares Global Healthcare ETF shares in Q2 2025, an estimated $200K.
  • Avantax Advisory Services first reported a position in iShares Global Healthcare ETF in Q3 2020 and held it in 10 quarters.
  • Avantax Advisory Services's iShares Global Healthcare ETF position peaked at $501K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.