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

Fulcrum 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	$257K	Buy	+2,610	New	+$246K	0.2%	69

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

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

Fulcrum Wealth Advisors opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 2,610 shares worth $257K. The stake represents 0.2% of the portfolio and ranks #69 among its holdings.

300 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Fulcrum Wealth Advisors held 2,610 shares of iShares Global Healthcare ETF worth $257K as of Q2 2026.
iShares Global Healthcare ETF was a new Fulcrum Wealth Advisors position in Q2 2026.
iShares Global Healthcare ETF made up 0.2% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #69 holding.
300 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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