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Pension & Wealth Management Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Pension & Wealth Management 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
2025
Q4 		– Sell
-800
Closed -$70.9K – 571
2025
Q3 		$70.9K Hold
800
– – 0.02% 240
2025
Q2 		$68.9K Hold
800
– – 0.02% 237
2025
Q1 		$73K Hold
800
– – 0.03% 225
2024
Q4 		$68.8K Buy
+800
New +$73.9K 0.03% 220

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's IXJ Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 800 shares — an estimated $70.9K sold.

Pension & Wealth Management Advisors first reported a position in IXJ in Q4 2024 and held it in 4 quarters. The position peaked at $73K in Q1 2025. 294 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 800 iShares Global Healthcare ETF shares in Q4 2025, an estimated $70.9K.
  • Pension & Wealth Management Advisors first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's iShares Global Healthcare ETF position peaked at $73K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.