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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Global Healthcare ETF IXJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-800
Closed -$70.9K – 571
2025
Q3 		$70.9K Hold
800
– – 0.02% 240
2025
Q2 		$68.9K Hold
800
– – 0.02% 237
2025
Q1 		$73K Hold
800
– – 0.03% 225
2024
Q4 		$68.8K Buy
+800
New +$73.9K 0.03% 220

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 $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IXJ Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 800 shares — an estimated $70.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IXJ in Q4 2024 and held it in 4 quarters. The position peaked at $73K in Q1 2025. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 800 iShares Global Healthcare ETF shares in Q4 2025, an estimated $70.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Global Healthcare ETF position peaked at $73K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.