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

Provenance 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
-1,117
Closed -$109K – 424
2025
Q4 		$109K Hold
1,117
– – 0.01% 149
2025
Q3 		$99K Hold
1,117
– – 0.01% 164
2025
Q2 		$96.2K Hold
1,117
– – 0.01% 167
2025
Q1 		$102K Hold
1,117
– – 0.01% 184
2024
Q4 		$96K Hold
1,117
– – 0.01% 190
2024
Q3 		$110K Hold
1,117
– – 0.01% 183
2024
Q2 		$104K Buy
1,117
+982
+727% +$89.6K 0.01% 173
2024
Q1 		$12.6K Hold
135
– – ﹤0.01% 304
2023
Q4 		$11.7K Buy
+135
New +$11.2K ﹤0.01% 307

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Provenance Wealth Advisors's IXJ Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 1,117 shares — an estimated $109K sold.

Provenance Wealth Advisors first reported a position in IXJ in Q4 2023 and held it in 9 quarters. The position peaked at $110K in Q3 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,117 iShares Global Healthcare ETF shares in Q1 2026, an estimated $109K.
  • Provenance Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2023 and held it in 9 quarters.
  • Provenance Wealth Advisors's iShares Global Healthcare ETF position peaked at $110K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.