Wealth Enhancement Advisory Services
IXJ icon

Wealth Enhancement Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealth Enhancement Advisory Services’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 		$446K Buy
4,495
+1,742
+63% +$164K ﹤0.01% 2797
2026
Q1 		$259K Sell
2,753
-3,545
-56% -$347K ﹤0.01% 2918
2025
Q4 		$627K Buy
6,298
+774
+14% +$73.2K ﹤0.01% 2308
2025
Q3 		$509K Buy
5,524
+392
+8% +$33.9K ﹤0.01% 2350
2025
Q2 		$443K Buy
5,132
+685
+15% +$58.9K ﹤0.01% 2314
2025
Q1 		$406K Sell
4,447
-1,707
-28% -$155K ﹤0.01% 2196
2024
Q4 		$529K Buy
6,154
+880
+17% +$81.3K ﹤0.01% 1956
2024
Q3 		$518K Buy
5,274
+2,169
+70% +$210K ﹤0.01% 1817
2024
Q2 		$288K Buy
3,105
+339
+12% +$30.9K ﹤0.01% 2007
2024
Q1 		$258K Sell
2,766
-151
-5% -$13.7K ﹤0.01% 2016
2023
Q4 		$253K Sell
2,917
-221
-7% -$18.3K ﹤0.01% 1943
2023
Q3 		$259K Buy
+3,138
New +$266K ﹤0.01% 1832

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

Wealth Enhancement Advisory Services's IXJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Healthcare ETF (IXJ) stake by 63% in Q2 2026, buying an estimated $164K and bringing the position to 4,495 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

Wealth Enhancement Advisory Services first reported a position in IXJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $627K in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,495 shares of iShares Global Healthcare ETF worth $446K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,742 iShares Global Healthcare ETF shares in Q2 2026, an estimated $164K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2797 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Healthcare ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Global Healthcare ETF position peaked at $627K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.