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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return