CWM
IXJ icon

Centricity Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$17.2K Hold
200
– – 0.01% 275
2025
Q1 		$18.2K Hold
200
– – 0.02% 262
2024
Q4 		$17.2K Buy
+200
New +$18.5K 0.02% 270

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centricity Wealth Management's IXJ Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2025 at 200 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #275.

Centricity Wealth Management first reported a position in IXJ in Q4 2024 and has held it in 3 quarters since. The position peaked at $18.2K in Q1 2025. 269 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Centricity Wealth Management held 200 shares of iShares Global Healthcare ETF worth $17.2K as of Q2 2025.
  • Centricity Wealth Management left its iShares Global Healthcare ETF share count unchanged in Q2 2025.
  • iShares Global Healthcare ETF made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #275 holding.
  • Centricity Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Global Healthcare ETF position peaked at $18.2K in Q1 2025.
  • 269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.