AWE
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Avidian Wealth Enterprises’s iShares Global Healthcare ETF IXJ Stock Holding History

Avidian Wealth Enterprises’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 		$898K Buy
9,125
+174
+2% +$16.4K 0.02% 345
2026
Q1 		$837K Buy
8,951
+4
+0% +$392 0.03% 322
2025
Q4 		$871K Sell
8,947
-103
-1% -$9.74K 0.03% 253
2025
Q3 		$802K Sell
9,050
-1,014
-10% -$87.7K 0.03% 260
2025
Q2 		$866K Buy
10,064
+64
+0.6% +$5.51K 0.04% 226
2025
Q1 		$912K Buy
10,000
+391
+4% +$35.5K 0.04% 208
2024
Q4 		$826K Sell
9,609
-304
-3% -$28.1K 0.04% 216
2024
Q3 		$973K Buy
9,913
+23
+0.2% +$2.23K 0.04% 195
2024
Q2 		$918K Sell
9,890
-805
-8% -$73.5K 0.04% 197
2024
Q1 		$996K Sell
10,695
-839
-7% -$75.9K 0.05% 160
2023
Q4 		$1M Sell
11,534
-311
-3% -$25.8K 0.06% 169
2023
Q3 		$976K Buy
11,845
+283
+2% +$24K 0.07% 163
2023
Q2 		$983K Buy
11,562
+4,217
+57% +$360K 0.06% 179
2023
Q1 		$612K Buy
7,345
+258
+4% +$21.4K 0.03% 265
2022
Q4 		$602K Buy
7,087
+48
+0.7% +$3.96K 0.04% 252
2022
Q3 		$530K Sell
7,039
-655
-9% -$53K 0.04% 228
2022
Q2 		$624K Sell
7,694
-727
-9% -$60.8K 0.04% 234
2022
Q1 		$738K Buy
8,421
+529
+7% +$44.8K 0.05% 239
2021
Q4 		$713K Buy
+7,892
New +$682K 0.04% 239

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

Avidian Wealth Enterprises's IXJ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Global Healthcare ETF (IXJ) stake by 1.9% in Q2 2026, buying an estimated $16.4K and bringing the position to 9,125 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #345.

Avidian Wealth Enterprises first reported a position in IXJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Avidian Wealth Enterprises held 9,125 shares of iShares Global Healthcare ETF worth $898K as of Q2 2026.
  • Avidian Wealth Enterprises bought 174 iShares Global Healthcare ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Global Healthcare ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #345 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's iShares Global Healthcare ETF position peaked at $1M in Q4 2023.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.