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

Heritage 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 		$7.77K Hold
79
– – ﹤0.01% 539
2026
Q1 		$7.39K Buy
+79
New +$7.74K ﹤0.01% 541
2023
Q2 		– Sell
-52
Closed -$4.33K – 578
2023
Q1 		$4.33K Buy
+52
New +$4.31K ﹤0.01% 480

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

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

Heritage Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 79 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Heritage Wealth Advisors first reported a position in IXJ in Q1 2023 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Heritage Wealth Advisors held 79 shares of iShares Global Healthcare ETF worth $7.77K as of Q2 2026.
  • Heritage Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #539 holding.
  • Heritage Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q1 2023 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.