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 Q3	$217K	Sell	2,125 -1	-0%	-$102	0.07%	155
2026 Q2	$209K	Buy	+2,126	New	+$200K	0.08%	141
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Investmark Advisory Group's IXJ Position: Q3 2026 in Review

Investmark Advisory Group reduced its iShares Global Healthcare ETF (IXJ) stake by 0.05% in Q3 2026, selling an estimated $102 and leaving 2,125 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #155.

Investmark Advisory Group first reported a position in IXJ in Q4 2021 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Investmark Advisory Group held 2,125 shares of iShares Global Healthcare ETF worth $217K as of Q3 2026.
Investmark Advisory Group sold 1 iShares Global Healthcare ETF share in Q3 2026, an estimated $102.
iShares Global Healthcare ETF made up 0.07% of Investmark Advisory Group's portfolio in Q3 2026, its #155 holding.
Investmark Advisory Group first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.