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
Q3 		$947K Buy
9,278
+153
+2% +$15.6K 0.03% 342
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

FFA
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
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SEIA
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
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Avidian Wealth Enterprises's IXJ Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Global Healthcare ETF (IXJ) stake by 1.7% in Q3 2026, buying an estimated $15.6K and bringing the position to 9,278 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #342.

Avidian Wealth Enterprises first reported a position in IXJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $1M in Q4 2023. 26 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Avidian Wealth Enterprises held 9,278 shares of iShares Global Healthcare ETF worth $947K as of Q3 2026.
  • Avidian Wealth Enterprises bought 153 iShares Global Healthcare ETF shares in Q3 2026, an estimated $15.6K.
  • iShares Global Healthcare ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #342 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's iShares Global Healthcare ETF position peaked at $1M in Q4 2023.
  • 26 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.