Balance Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Balance Wealth’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	$3.27K	Buy	+32	New	+$3.27K	﹤0.01%	700

Other funds holding IXJ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Balance Wealth's IXJ Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Global Healthcare ETF (IXJ) in Q3 2026: 32 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

274 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Balance Wealth held 32 shares of iShares Global Healthcare ETF worth $3.27K as of Q3 2026.
iShares Global Healthcare ETF was a new Balance Wealth position in Q3 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #700 holding.
274 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.