BIA
IXJ icon

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
Q3 		$460K Sell
4,505
-77
-2% -$7.87K 0.09% 61
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

Barry Investment Advisors's IXJ Position: Q3 2026 in Review

Barry Investment Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 1.7% in Q3 2026, selling an estimated $7.87K and leaving 4,505 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #61.

Barry Investment Advisors first reported a position in IXJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $538K in Q3 2024. 24 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Barry Investment Advisors held 4,505 shares of iShares Global Healthcare ETF worth $460K as of Q3 2026.
  • Barry Investment Advisors sold 77 iShares Global Healthcare ETF shares in Q3 2026, an estimated $7.87K.
  • iShares Global Healthcare ETF made up 0.09% of Barry Investment Advisors's portfolio in Q3 2026, its #61 holding.
  • Barry Investment Advisors first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 15 quarters since.
  • Barry Investment Advisors's iShares Global Healthcare ETF position peaked at $538K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.