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 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 $6.73T 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

Investmark Advisory Group's IXJ Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 2,126 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in IXJ as recently as Q4 2025.

Investmark Advisory Group first reported a position in IXJ in Q4 2021 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Investmark Advisory Group held 2,126 shares of iShares Global Healthcare ETF worth $209K as of Q2 2026.
iShares Global Healthcare ETF was a new Investmark Advisory Group position in Q2 2026.
iShares Global Healthcare ETF made up 0.08% of Investmark Advisory Group's portfolio in Q2 2026, its #141 holding.
Investmark Advisory Group first reported a position in iShares Global Healthcare ETF in Q4 2021 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.