MWM
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Maltin Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Maltin Wealth Management’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 		$929K Sell
9,100
-50
-0.5% -$5.11K 0.3% 71
2026
Q2 		$900K Buy
9,150
+72
+0.8% +$6.78K 0.3% 71
2026
Q1 		$849K Buy
9,078
+33
+0.4% +$3.23K 0.32% 65
2025
Q4 		$881K Sell
9,045
-14
-0.2% -$1.32K 0.35% 63
2025
Q3 		$803K Hold
9,059
– – 0.33% 64
2025
Q2 		$780K Buy
9,059
+78
+0.9% +$6.71K 0.35% 63
2025
Q1 		$819K Hold
8,981
– – 0.38% 59
2024
Q4 		$772K Buy
8,981
+64
+0.7% +$5.91K 0.38% 62
2024
Q3 		$875K Sell
8,917
-232
-3% -$22.5K 0.43% 60
2024
Q2 		$849K Buy
9,149
+29
+0.3% +$2.65K 0.46% 59
2024
Q1 		$850K Hold
9,120
– – 0.48% 56
2023
Q4 		$791K Buy
9,120
+239
+3% +$19.8K 0.5% 60
2023
Q3 		$732K Buy
8,881
+196
+2% +$16.6K 0.51% 61
2023
Q2 		$738K Buy
8,685
+64
+0.7% +$5.46K 0.52% 58
2023
Q1 		$719K Sell
8,621
-160
-2% -$13.3K 0.52% 58
2022
Q4 		$745K Buy
8,781
+179
+2% +$14.8K 0.54% 55
2022
Q3 		$648K Sell
8,602
-30
-0.3% -$2.43K 0.51% 64
2022
Q2 		$700K Buy
8,632
+37
+0.4% +$3.09K 0.51% 66
2022
Q1 		$753K Sell
8,595
-81
-0.9% -$6.85K 0.5% 63
2021
Q4 		$784K Buy
8,676
+139
+2% +$12K 0.47% 64
2021
Q3 		$715K Hold
8,537
– – 0.44% 57
2021
Q2 		$710K Buy
8,537
+54
+0.6% +$4.37K 0.43% 57
2021
Q1 		$654K Hold
8,483
– – 0.42% 59
2020
Q4 		$648K Buy
8,483
+50
+0.6% +$3.68K 0.45% 55
2020
Q3 		$606K Sell
8,433
-489
-5% -$35.1K 0.43% 53
2020
Q2 		$614K Sell
8,922
-31
-0.3% -$2.09K 0.46% 47
2020
Q1 		$546K Sell
8,953
-162
-2% -$10.7K 0.46% 48
2019
Q4 		$627K Buy
+9,115
New +$591K 0.41% 40

Other funds holding IXJ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Maltin Wealth Management's IXJ Position: Q3 2026 in Review

Maltin Wealth Management reduced its iShares Global Healthcare ETF (IXJ) stake by 0.55% in Q3 2026, selling an estimated $5.11K and leaving 9,100 shares worth $929K. The position accounts for 0.3% of the portfolio, ranked #71.

Maltin Wealth Management first reported a position in IXJ in Q4 2019 and has held it in 28 quarters since. 26 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Maltin Wealth Management held 9,100 shares of iShares Global Healthcare ETF worth $929K as of Q3 2026.
  • Maltin Wealth Management sold 50 iShares Global Healthcare ETF shares in Q3 2026, an estimated $5.11K.
  • iShares Global Healthcare ETF made up 0.3% of Maltin Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Maltin Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 28 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.