WA
IXJ icon

Waverly Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Waverly 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
Q2 		$283K Buy
2,877
+725
+34% +$68.2K ﹤0.01% 1445
2026
Q1 		$201K Buy
+2,152
New +$211K ﹤0.01% 1492

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

Waverly Advisors's IXJ Position: Q2 2026 in Review

Waverly Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 34% in Q2 2026, buying an estimated $68.2K and bringing the position to 2,877 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Waverly Advisors first reported a position in IXJ in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Waverly Advisors held 2,877 shares of iShares Global Healthcare ETF worth $283K as of Q2 2026.
  • Waverly Advisors bought 725 iShares Global Healthcare ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1445 holding.
  • Waverly Advisors first reported a position in iShares Global Healthcare ETF in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.