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Spire Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Spire Wealth Management’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 		$787K Sell
8,004
-233
-3% -$21.9K 0.02% 446
2026
Q1 		$770K Sell
8,237
-4,391
-35% -$430K 0.03% 433
2025
Q4 		$1.23M Sell
12,628
-531
-4% -$50.2K 0.04% 355
2025
Q3 		$1.17M Sell
13,159
-4,112
-24% -$355K 0.04% 353
2025
Q2 		$1.49M Sell
17,271
-466
-3% -$40.1K 0.05% 288
2025
Q1 		$1.62M Sell
17,737
-464
-3% -$42.1K 0.05% 300
2024
Q4 		$1.56M Sell
18,201
-1,121
-6% -$104K 0.05% 288
2024
Q3 		$1.9M Sell
19,322
-250
-1% -$24.2K 0.06% 241
2024
Q2 		$1.82M Sell
19,572
-4,725
-19% -$431K 0.06% 246
2024
Q1 		$2.26M Buy
24,297
+150
+0.6% +$13.6K 0.04% 229
2023
Q4 		$2.13M Sell
24,147
-403
-2% -$33.4K 0.07% 228
2023
Q3 		$2.02M Buy
24,550
+24,233
+7,644% +$2.06M 0.08% 218
2023
Q2 		$26.9K Buy
317
+73
+30% +$6.23K ﹤0.01% 1458
2023
Q1 		$20.3K Buy
244
+19
+8% +$1.57K ﹤0.01% 1610
2022
Q4 		$19K Sell
225
-5
-2% -$412 ﹤0.01% 1388
2022
Q3 		$17K Buy
+230
New +$18.6K ﹤0.01% 1388

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's IXJ Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Global Healthcare ETF (IXJ) stake by 2.8% in Q2 2026, selling an estimated $21.9K and leaving 8,004 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #446.

Spire Wealth Management first reported a position in IXJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.26M in Q1 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Spire Wealth Management held 8,004 shares of iShares Global Healthcare ETF worth $787K as of Q2 2026.
  • Spire Wealth Management sold 233 iShares Global Healthcare ETF shares in Q2 2026, an estimated $21.9K.
  • iShares Global Healthcare ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Spire Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2022 and has held it in 16 quarters since.
  • Spire Wealth Management's iShares Global Healthcare ETF position peaked at $2.26M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.