WWM
IXJ icon

Western Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Western Wealth Management’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 		$289K Sell
2,942
-105
-3% -$9.88K 0.01% 841
2026
Q1 		$285K Hold
3,047
– – 0.01% 817
2025
Q4 		$297K Buy
3,047
+89
+3% +$8.42K 0.01% 664
2025
Q3 		$262K Buy
2,958
+6
+0.2% +$519 0.01% 639
2025
Q2 		$254K Sell
2,952
-117
-4% -$10.1K 0.02% 609
2025
Q1 		$280K Hold
3,069
– – 0.02% 548
2024
Q4 		$264K Buy
3,069
+114
+4% +$10.5K 0.01% 648
2024
Q3 		$290K Hold
2,955
– – 0.02% 605
2024
Q2 		$274K Sell
2,955
-995
-25% -$90.8K 0.02% 526
2024
Q1 		$368K Hold
3,950
– – 0.03% 443
2023
Q4 		$343K Buy
3,950
+4
+0.1% +$332 0.02% 521
2023
Q3 		$325K Hold
3,946
– – 0.03% 488
2023
Q2 		$335K Sell
3,946
-115
-3% -$9.81K 0.03% 477
2023
Q1 		$339K Buy
4,061
+121
+3% +$10K 0.03% 468
2022
Q4 		$335K Sell
3,940
-3,936
-50% -$325K 0.03% 438
2022
Q3 		$593K Hold
7,876
– – 0.03% 432
2022
Q2 		$639K Buy
7,876
+8
+0.1% +$669 0.04% 410
2022
Q1 		$690K Buy
7,868
+3,934
+100% +$333K 0.03% 431
2021
Q4 		$355K Buy
+3,934
New +$340K 0.04% 416
2021
Q2 		$327K Buy
3,932
+4
+0.1% +$323 0.03% 469
2021
Q1 		$303K Hold
3,928
– – 0.04% 396
2020
Q4 		$300K Buy
3,928
+3
+0.1% +$221 0.04% 356
2020
Q3 		$282K Sell
3,925
-428
-10% -$30.7K 0.05% 348
2020
Q2 		$299K Sell
4,353
-1,136
-21% -$76.7K 0.05% 314
2020
Q1 		$332K Sell
5,489
-413
-7% -$27.2K 0.08% 249
2019
Q4 		$406K Sell
5,902
-125
-2% -$8.11K 0.06% 263
2019
Q3 		$363K Sell
6,027
-187
-3% -$11.4K 0.08% 258
2019
Q2 		$383K Buy
6,214
+67
+1% +$4.02K 0.05% 264
2019
Q1 		$370K Hold
6,147
– – 0.08% 246
2018
Q4 		$351K Buy
+6,147
New +$368K 0.09% 223

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

Western Wealth Management's IXJ Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Global Healthcare ETF (IXJ) stake by 3.4% in Q2 2026, selling an estimated $9.88K and leaving 2,942 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #841.

Western Wealth Management first reported a position in IXJ in Q4 2018 and has held it in 30 quarters since. The position peaked at $690K in Q1 2022. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Western Wealth Management held 2,942 shares of iShares Global Healthcare ETF worth $289K as of Q2 2026.
  • Western Wealth Management sold 105 iShares Global Healthcare ETF shares in Q2 2026, an estimated $9.88K.
  • iShares Global Healthcare ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Western Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's iShares Global Healthcare ETF position peaked at $690K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.