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

HHM 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	$6K	Hold	61	–	–	﹤0.01%	705
2026 Q1	$5.71K	Hold	61	–	–	﹤0.01%	703
2025 Q4	$5.94K	Buy	+61	New	+$5.77K	﹤0.01%	687
2023 Q4	–	Sell	-30	Closed	-$2.47K	–	789
2023 Q3	$2.47K	Hold	30	–	–	﹤0.01%	703
2023 Q2	$2.55K	Hold	30	–	–	﹤0.01%	720
2023 Q1	$2.5K	Buy	+30	New	+$2.49K	﹤0.01%	709

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

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

HHM Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 61 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

HHM Wealth Advisors first reported a position in IXJ in Q1 2023 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

HHM Wealth Advisors held 61 shares of iShares Global Healthcare ETF worth $6K as of Q2 2026.
HHM Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #705 holding.
HHM Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q1 2023 and has held it in 6 quarters since.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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