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Wealthspire Advisors (New York)’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-100
Closed -$8.86K – 1969
2025
Q3 		$8.86K Buy
+100
New +$8.64K ﹤0.01% 2078
2019
Q1 		– Sell
-1,166
Closed -$66K – 426
2018
Q4 		$66K Buy
+1,166
New +$69.8K 0.01% 156

Other funds holding IXJ

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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 $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s IXJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 100 shares — an estimated $8.86K sold.

Wealthspire Advisors (New York) first reported a position in IXJ in Q4 2018 and held it in 2 quarters. The position peaked at $66K in Q4 2018. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 100 iShares Global Healthcare ETF shares in Q4 2025, an estimated $8.86K.
  • Wealthspire Advisors (New York) first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s iShares Global Healthcare ETF position peaked at $66K in Q4 2018.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.