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Investmark Advisory Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-2,109
Closed -$205K – 145
2025
Q4 		$205K Buy
+2,109
New +$200K 0.09% 131
2024
Q4 		– Sell
-2,068
Closed -$203K – 120
2024
Q3 		$203K Buy
+2,068
New +$201K 0.1% 118
2022
Q1 		– Sell
-2,009
Closed -$181K – 237
2021
Q4 		$181K Buy
+2,009
New +$174K 0.17% 95

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investmark Advisory Group's IXJ Position: Q1 2026 in Review

Investmark Advisory Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 2,109 shares — an estimated $205K sold.

Investmark Advisory Group first reported a position in IXJ in Q4 2021 and held it in 3 quarters. The position peaked at $205K in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Investmark Advisory Group reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Investmark Advisory Group sold 2,109 iShares Global Healthcare ETF shares in Q1 2026, an estimated $205K.
  • Investmark Advisory Group first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 3 quarters.
  • Investmark Advisory Group's iShares Global Healthcare ETF position peaked at $205K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.