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

Physician 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 Q3	$34.8K	Hold	341	–	–	﹤0.01%	554
2026 Q2	$33.5K	Buy	341 +3	+0.9%	+$282	﹤0.01%	528
2026 Q1	$31.6K	Hold	338	–	–	﹤0.01%	508
2025 Q4	$32.9K	Buy	338 +2	+0.6%	+$189	﹤0.01%	473
2025 Q3	$29.8K	Hold	336	–	–	﹤0.01%	485
2025 Q2	$28.9K	Buy	336 +3	+0.9%	+$258	﹤0.01%	450
2025 Q1	$30.4K	Hold	333	–	–	0.01%	418
2024 Q4	$28.6K	Buy	+333	New	+$30.8K	﹤0.01%	442

Other funds holding IXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Physician Wealth Advisors's IXJ Position: Q3 2026 in Review

Physician Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 341 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Physician Wealth Advisors first reported a position in IXJ in Q4 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Physician Wealth Advisors held 341 shares of iShares Global Healthcare ETF worth $34.8K as of Q3 2026.
Physician Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #554 holding.
Physician Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 8 quarters since.
91 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.