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

Opal 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 Q2	–	Sell	-536	Closed	-$50.1K	–	406
2026 Q1	$50.1K	Buy	+536	New	+$52.5K	0.01%	398
2025 Q3	–	Sell	-863	Closed	-$74.3K	–	370
2025 Q2	$74.3K	Sell	863 -286	-25%	-$24.6K	0.02%	309
2025 Q1	$105K	Buy	+1,149	New	+$104K	0.03%	263
2024 Q3	–	Sell	-1,412	Closed	-$131K	–	689
2024 Q2	$131K	Buy	+1,412	New	+$129K	0.04%	243

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

Opal Wealth Advisors's IXJ Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2026, closing a stake of 536 shares — an estimated $50.1K sold.

Opal Wealth Advisors first reported a position in IXJ in Q2 2024 and held it in 4 quarters. The position peaked at $131K in Q2 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Opal Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 536 iShares Global Healthcare ETF shares in Q2 2026, an estimated $50.1K.
Opal Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's iShares Global Healthcare ETF position peaked at $131K in Q2 2024.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.