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Nvest Wealth Strategies’s iShares Global Healthcare ETF IXJ Stock Holding History

Nvest Wealth Strategies’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 		$7.87K Hold
80
– – ﹤0.01% 131
2026
Q1 		$7.48K Sell
80
-230
-74% -$22.5K 0.01% 134
2025
Q4 		$30.2K Buy
+310
New +$29.3K 0.02% 68

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nvest Wealth Strategies's IXJ Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 80 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Nvest Wealth Strategies first reported a position in IXJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.2K in Q4 2025. 176 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Nvest Wealth Strategies held 80 shares of iShares Global Healthcare ETF worth $7.87K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #131 holding.
  • Nvest Wealth Strategies first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's iShares Global Healthcare ETF position peaked at $30.2K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.