New Insight Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

New Insight 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 Q1	–	Sell	-2,172	Closed	-$212K	–	110
2025 Q4	$212K	Sell	2,172 -307	-12%	-$29K	0.08%	106
2025 Q3	$220K	Sell	2,479 -1,005	-29%	-$86.9K	0.08%	103
2025 Q2	$300K	Sell	3,484 -3,794	-52%	-$326K	0.12%	88
2025 Q1	$664K	Sell	7,278 -2,643	-27%	-$240K	0.3%	47
2024 Q4	$853K	Sell	9,921 -1,620	-14%	-$150K	0.43%	39
2024 Q3	$1.13M	Sell	11,541 -6,990	-38%	-$678K	0.6%	32
2024 Q2	$1.72M	Sell	18,531 -1,968	-10%	-$180K	1.01%	24
2024 Q1	$1.91M	Buy	20,499 +358	+2%	+$32.4K	1.19%	23
2023 Q4	$1.75M	Buy	+20,141	New	+$1.67M	1.18%	23

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New Insight Wealth Advisors's IXJ Position: Q1 2026 in Review

New Insight Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 2,172 shares — an estimated $212K sold.

New Insight Wealth Advisors first reported a position in IXJ in Q4 2023 and held it in 9 quarters. The position peaked at $1.91M in Q1 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

New Insight Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
New Insight Wealth Advisors sold 2,172 iShares Global Healthcare ETF shares in Q1 2026, an estimated $212K.
New Insight Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2023 and held it in 9 quarters.
New Insight Wealth Advisors's iShares Global Healthcare ETF position peaked at $1.91M in Q1 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.