Wealthcare Advisory Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-2,760	Closed	-$258K	–	1125
2026 Q1	$258K	Hold	2,760	–	–	0.01%	925
2025 Q4	$269K	Sell	2,760 -105	-4%	-$9.93K	0.01%	918
2025 Q3	$254K	Hold	2,865	–	–	0.01%	907
2025 Q2	$247K	Sell	2,865 -990	-26%	-$85.2K	0.01%	860
2025 Q1	$352K	Hold	3,855	–	–	0.01%	685
2024 Q4	$331K	Sell	3,855 -124	-3%	-$11.5K	0.01%	681
2024 Q3	$391K	Sell	3,979 -35	-0.9%	-$3.39K	0.01%	634
2024 Q2	$373K	Buy	+4,014	New	+$366K	0.01%	605

Other funds holding IXJ

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return