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Evoke Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Evoke Wealth’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 		– Sell
-3,261
Closed -$305K – 342
2026
Q1 		$305K Hold
3,261
– – 0.01% 538
2025
Q4 		$318K Hold
3,261
– – 0.01% 503
2025
Q3 		$289K Hold
3,261
– – 0.01% 507
2025
Q2 		$281K Buy
+3,261
New +$281K 0.01% 470

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

Evoke Wealth's IXJ Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 3,261 shares — an estimated $305K sold.

Evoke Wealth first reported a position in IXJ in Q2 2025 and held it in 4 quarters. The position peaked at $318K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,261 iShares Global Healthcare ETF shares in Q2 2026, an estimated $305K.
  • Evoke Wealth first reported a position in iShares Global Healthcare ETF in Q2 2025 and held it in 4 quarters.
  • Evoke Wealth's iShares Global Healthcare ETF position peaked at $318K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.