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U.S. Capital Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

U.S. Capital 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
2025
Q2 		– Sell
-4,300
Closed -$392K – 912
2025
Q1 		$392K Sell
4,300
-279
-6% -$25.3K 0.01% 633
2024
Q4 		$394K Buy
+4,579
New +$423K 0.01% 615
2024
Q1 		– Sell
-66,494
Closed -$5.77M – 692
2023
Q4 		$5.77M Buy
66,494
+362
+0.5% +$30K 0.23% 105
2023
Q3 		$5.45M Buy
66,132
+3,474
+6% +$295K 0.25% 91
2023
Q2 		$5.33M Buy
62,658
+376
+0.6% +$32.1K 0.25% 94
2023
Q1 		$5.19M Buy
62,282
+427
+0.7% +$35.4K 0.24% 94
2022
Q4 		$5.25M Sell
61,855
-168
-0.3% -$13.9K 0.24% 92
2022
Q3 		$4.67M Buy
62,023
+771
+1% +$62.4K 0.24% 92
2022
Q2 		$4.97M Buy
61,252
+39,284
+179% +$3.28M 0.22% 93
2022
Q1 		$1.93M Sell
21,968
-1,563
-7% -$132K 0.07% 257
2021
Q4 		$2.13M Buy
23,531
+358
+2% +$30.9K 0.08% 242
2021
Q3 		$1.94M Buy
+23,173
New +$2M 0.08% 253

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IXJ Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 4,300 shares — an estimated $392K sold.

U.S. Capital Wealth Advisors first reported a position in IXJ in Q3 2021 and held it in 12 quarters. The position peaked at $5.77M in Q4 2023. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • U.S. Capital Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 4,300 iShares Global Healthcare ETF shares in Q2 2025, an estimated $392K.
  • U.S. Capital Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q3 2021 and held it in 12 quarters.
  • U.S. Capital Wealth Advisors's iShares Global Healthcare ETF position peaked at $5.77M in Q4 2023.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.