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B. Riley Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

B. Riley Wealth Advisors’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 		$524K Buy
5,271
+53
+1% +$4.99K 0.03% 453
2026
Q1 		$479K Sell
5,218
-2,961
-36% -$290K 0.03% 446
2025
Q4 		$797K Buy
8,179
+5
+0.1% +$473 0.04% 395
2025
Q3 		$724K Sell
8,174
-237
-3% -$20.5K 0.03% 419
2025
Q2 		$724K Sell
8,411
-1,699
-17% -$146K 0.03% 418
2025
Q1 		$922K Buy
10,110
+953
+10% +$86.5K 0.03% 535
2024
Q4 		$787K Buy
9,157
+274
+3% +$25.3K 0.03% 533
2024
Q3 		$864K Buy
8,883
+78
+0.9% +$7.56K 0.02% 541
2024
Q2 		$817K Buy
8,805
+1,853
+27% +$169K 0.02% 608
2024
Q1 		$573K Sell
6,952
-238
-3% -$21.5K 0.02% 728
2023
Q4 		$623K Buy
7,190
+238
+3% +$19.7K 0.02% 707
2023
Q3 		$573K Sell
6,952
-50
-0.7% -$4.24K 0.02% 728
2023
Q2 		$595K Sell
7,002
-1,153
-14% -$98.3K 0.01% 777
2023
Q1 		$680K Buy
8,155
+333
+4% +$27.6K 0.02% 689
2022
Q4 		$664K Buy
7,822
+1,250
+19% +$103K 0.02% 682
2022
Q3 		$496K Buy
6,572
+146
+2% +$11.8K 0.02% 763
2022
Q2 		$522K Sell
6,426
-259
-4% -$21.7K 0.02% 639
2022
Q1 		$586K Sell
6,685
-1,000
-13% -$84.6K 0.02% 674
2021
Q4 		$695K Buy
7,685
+2
+0% +$173 0.02% 657
2021
Q3 		$644K Buy
7,683
+200
+3% +$17.3K 0.02% 677
2021
Q2 		$622K Buy
7,483
+2
+0% +$162 0.02% 674
2021
Q1 		$577K Buy
7,481
+212
+3% +$16.3K 0.02% 665
2020
Q4 		$556K Sell
7,269
-1,848
-20% -$136K 0.03% 506
2020
Q3 		$649K Buy
9,117
+1,699
+23% +$122K 0.03% 440
2020
Q2 		$511K Buy
7,418
+1,218
+20% +$82.2K 0.03% 454
2020
Q1 		$378K Sell
6,200
-2,404
-28% -$159K 0.03% 473
2019
Q4 		$592K Sell
8,604
-1,400
-14% -$90.8K 0.05% 374
2019
Q3 		$612K Sell
10,004
-200
-2% -$12.2K 0.06% 333
2019
Q2 		$630K Hold
10,204
– – 0.07% 295
2019
Q1 		$624K Sell
10,204
-2,179
-18% -$130K 0.08% 275
2018
Q4 		$702K Buy
12,383
+79
+0.6% +$4.73K 0.1% 219
2018
Q3 		$775K Sell
12,304
-100
-0.8% -$6.04K 0.09% 233
2018
Q2 		$701K Buy
12,404
+1,010
+9% +$57K 0.09% 239
2018
Q1 		$635K Sell
11,394
-1,080
-9% -$62.1K 0.09% 246
2017
Q4 		$702K Sell
12,474
-1,148
-8% -$64.6K 0.09% 237
2017
Q3 		$766K Sell
13,622
-1,180
-8% -$64.9K 0.13% 180
2017
Q2 		$810K Sell
14,802
-700
-5% -$37.2K 0.15% 177
2017
Q1 		$797K Sell
15,502
-68
-0.4% -$3.4K 0.16% 157
2016
Q4 		$739K Sell
15,570
-7,886
-34% -$378K 0.15% 162
2016
Q3 		$1.18M Buy
23,456
+390
+2% +$20K 0.23% 113
2016
Q2 		$1.17M Buy
23,066
+3,756
+19% +$187K 0.23% 110
2016
Q1 		$930K Sell
19,310
-2,644
-12% -$126K 0.22% 115
2015
Q4 		$1.13M Buy
21,954
+214
+1% +$11K 0.23% 120
2015
Q3 		$1.07M Sell
21,740
-488
-2% -$26.3K 0.26% 100
2015
Q2 		$1.21M Sell
22,228
-1,112
-5% -$61.2K 0.3% 83
2015
Q1 		$1.26M Sell
23,340
-7,760
-25% -$407K 0.31% 84
2014
Q4 		$5.41M Buy
31,100
+8,620
+38% +$428K 0.12% 219
2014
Q3 		$1.1M Sell
22,480
-21,600
-49% -$1.03M 0.29% 88
2014
Q2 		$1.02M Buy
44,080
+22,440
+104% +$1.03M 0.24% 85
2014
Q1 		$985K Buy
21,640
+10,500
+94% +$469K 0.3% 73
2013
Q4 		$480K Buy
11,140
+6,400
+135% +$266K 0.15% 153
2013
Q3 		$188K Sell
4,740
-600
-11% -$23.5K 0.06% 353
2013
Q2 		$198K Buy
+5,340
New +$204K 0.07% 320

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

B. Riley Wealth Advisors's IXJ Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 1% in Q2 2026, buying an estimated $4.99K and bringing the position to 5,271 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #453.

B. Riley Wealth Advisors first reported a position in IXJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.41M in Q4 2014. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • B. Riley Wealth Advisors held 5,271 shares of iShares Global Healthcare ETF worth $524K as of Q2 2026.
  • B. Riley Wealth Advisors bought 53 iShares Global Healthcare ETF shares in Q2 2026, an estimated $4.99K.
  • iShares Global Healthcare ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's iShares Global Healthcare ETF position peaked at $5.41M in Q4 2014.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.