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VisionPoint Advisory Group’s iShares Global Healthcare ETF IXJ Stock Holding History

VisionPoint Advisory Group’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 		$905K Sell
8,866
-8,212
-48% -$839K 0.14% 157
2026
Q2 		$1.68M Buy
+17,078
New +$1.61M 0.27% 86

Other funds holding IXJ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

VisionPoint Advisory Group's IXJ Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Global Healthcare ETF (IXJ) stake by 48% in Q3 2026, selling an estimated $839K and leaving 8,866 shares worth $905K. The position accounts for 0.14% of the portfolio, ranked #157.

VisionPoint Advisory Group first reported a position in IXJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.68M in Q2 2026. 26 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • VisionPoint Advisory Group held 8,866 shares of iShares Global Healthcare ETF worth $905K as of Q3 2026.
  • VisionPoint Advisory Group sold 8,212 iShares Global Healthcare ETF shares in Q3 2026, an estimated $839K.
  • iShares Global Healthcare ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #157 holding.
  • VisionPoint Advisory Group first reported a position in iShares Global Healthcare ETF in Q2 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's iShares Global Healthcare ETF position peaked at $1.68M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.