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

WCG 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
Q3 		– Sell
-11,091
Closed -$955K – 349
2025
Q2 		$955K Sell
11,091
-5,150
-32% -$443K 0.06% 232
2025
Q1 		$1.48M Sell
16,241
-6,930
-30% -$629K 0.11% 166
2024
Q4 		$1.99M Buy
23,171
+757
+3% +$69.9K 0.13% 148
2024
Q3 		$2.2M Buy
22,414
+2,694
+14% +$261K 0.15% 149
2024
Q2 		$1.83M Buy
19,720
+759
+4% +$69.3K 0.14% 145
2024
Q1 		$1.77M Buy
18,961
+6,952
+58% +$629K 0.15% 133
2023
Q4 		$1.04M Buy
+12,009
New +$995K 0.08% 201

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCG Wealth Advisors's IXJ Position: Q3 2025 in Review

WCG Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2025, closing a stake of 11,091 shares — an estimated $955K sold.

WCG Wealth Advisors first reported a position in IXJ in Q4 2023 and held it in 7 quarters. The position peaked at $2.2M in Q3 2024. 257 funds tracked by Wall St. Rank hold IXJ as of Q3 2025.

  • WCG Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,091 iShares Global Healthcare ETF shares in Q3 2025, an estimated $955K.
  • WCG Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2023 and held it in 7 quarters.
  • WCG Wealth Advisors's iShares Global Healthcare ETF position peaked at $2.2M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2025.

Based on WCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.