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Bogart Wealth LLC’s iShares Global Healthcare ETF IXJ Stock Holding History

Bogart Wealth LLC’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 		$24.8K Buy
252
+2
+0.8% +$188 ﹤0.01% 733
2026
Q1 		$23.4K Hold
250
– – ﹤0.01% 681
2025
Q4 		$24.4K Buy
+250
New +$23.7K ﹤0.01% 634

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

Bogart Wealth LLC's IXJ Position: Q2 2026 in Review

Bogart Wealth LLC increased its iShares Global Healthcare ETF (IXJ) stake by 0.8% in Q2 2026, buying an estimated $188 and bringing the position to 252 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Bogart Wealth LLC first reported a position in IXJ in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Bogart Wealth LLC held 252 shares of iShares Global Healthcare ETF worth $24.8K as of Q2 2026.
  • Bogart Wealth LLC bought 2 iShares Global Healthcare ETF shares in Q2 2026, an estimated $188.
  • iShares Global Healthcare ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #733 holding.
  • Bogart Wealth LLC first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.