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
Q3 		$503K Buy
4,938
+443
+10% +$45.3K ﹤0.01% 2811
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

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Royal Fund Management
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Farther Finance Advisors
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Leo Wealth LLC
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TD Waterhouse Canada
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Meridian Investment Counsel
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Legacy Wealth Partners (Colorado)
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Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's IXJ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Healthcare ETF (IXJ) stake by 9.9% in Q3 2026, buying an estimated $45.3K and bringing the position to 4,938 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Wealth Enhancement Advisory Services first reported a position in IXJ in Q3 2023 and has held it in 13 quarters since. The position peaked at $627K in Q4 2025. 82 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,938 shares of iShares Global Healthcare ETF worth $503K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 443 iShares Global Healthcare ETF shares in Q3 2026, an estimated $45.3K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2811 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Healthcare ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Global Healthcare ETF position peaked at $627K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.