Continuum Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Continuum Wealth 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	$294K	Hold	2,993	–	–	0.1%	65
2026 Q1	$280K	Sell	2,993 -140	-4%	-$13.7K	0.12%	59
2025 Q4	$305K	Sell	3,133 -138	-4%	-$13.1K	0.12%	65
2025 Q3	$290K	Hold	3,271	–	–	0.12%	55
2025 Q2	$282K	Hold	3,271	–	–	0.14%	49
2025 Q1	$298K	Hold	3,271	–	–	0.15%	43
2024 Q4	$281K	Hold	3,271	–	–	0.14%	47
2024 Q3	$321K	Hold	3,271	–	–	0.17%	46
2024 Q2	$304K	Hold	3,271	–	–	0.16%	45
2024 Q1	$305K	Sell	3,271 -1,427	-30%	-$129K	0.17%	49
2023 Q4	$407K	Hold	4,698	–	–	0.26%	28
2023 Q3	$387K	Hold	4,698	–	–	0.27%	30
2023 Q2	$399K	Sell	4,698 -192	-4%	-$16.4K	0.28%	29
2023 Q1	$408K	Sell	4,890 -121	-2%	-$10K	0.33%	22
2022 Q4	$425K	Buy	+5,011	New	+$413K	0.42%	24

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

Continuum Wealth Advisors's IXJ Position: Q2 2026 in Review

Continuum Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 2,993 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #65.

Continuum Wealth Advisors first reported a position in IXJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q4 2022. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Continuum Wealth Advisors held 2,993 shares of iShares Global Healthcare ETF worth $294K as of Q2 2026.
Continuum Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
iShares Global Healthcare ETF made up 0.1% of Continuum Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Continuum Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Global Healthcare ETF position peaked at $425K in Q4 2022.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.