Barry Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Barry Investment 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	$451K	Sell	4,582 -45	-1%	-$4.23K	0.09%	62
2026 Q1	$433K	Hold	4,627	–	–	0.1%	64
2025 Q4	$451K	Sell	4,627 -134	-3%	-$12.7K	0.1%	64
2025 Q3	$422K	Sell	4,761 -7	-0.1%	-$605	0.1%	73
2025 Q2	$411K	Sell	4,768 -75	-2%	-$6.45K	0.1%	72
2025 Q1	$442K	Sell	4,843 -652	-12%	-$59.2K	0.12%	75
2024 Q4	$472K	Buy	5,495 +11	+0.2%	+$1.02K	0.15%	71
2024 Q3	$538K	Sell	5,484 -19	-0.3%	-$1.84K	0.16%	65
2024 Q2	$511K	Buy	5,503 +74	+1%	+$6.75K	0.17%	70
2024 Q1	$506K	Buy	5,429 +1,042	+24%	+$94.3K	0.17%	70
2023 Q4	$380K	Buy	4,387 +1,121	+34%	+$92.9K	0.13%	76
2023 Q3	$269K	Buy	3,266 +18	+0.6%	+$1.53K	0.1%	93
2023 Q2	$276K	Buy	+3,248	New	+$277K	0.09%	96
2022 Q1	–	Sell	-2,264	Closed	-$205K	–	135
2021 Q4	$205K	Buy	+2,264	New	+$196K	0.05%	124

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barry Investment Advisors's IXJ Position: Q2 2026 in Review

Barry Investment Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 0.97% in Q2 2026, selling an estimated $4.23K and leaving 4,582 shares worth $451K. The position accounts for 0.09% of the portfolio, ranked #62.

Barry Investment Advisors first reported a position in IXJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $538K in Q3 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Barry Investment Advisors held 4,582 shares of iShares Global Healthcare ETF worth $451K as of Q2 2026.
Barry Investment Advisors sold 45 iShares Global Healthcare ETF shares in Q2 2026, an estimated $4.23K.
iShares Global Healthcare ETF made up 0.09% of Barry Investment Advisors's portfolio in Q2 2026, its #62 holding.
Barry Investment Advisors first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 14 quarters since.
Barry Investment Advisors's iShares Global Healthcare ETF position peaked at $538K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.