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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return