WWM
IXJ icon

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

Whalen 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
Q3 		$1.24M Buy
+12,127
New +$1.24M 0.53% 52
2024
Q4 		– Sell
-2,581
Closed -$253K – 160
2024
Q3 		$253K Buy
2,581
+17
+0.7% +$1.65K 0.18% 98
2024
Q2 		$238K Sell
2,564
-136
-5% -$12.4K 0.19% 92
2024
Q1 		$252K Buy
+2,700
New +$244K 0.19% 81

Other funds holding IXJ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Whalen Wealth Management's IXJ Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in iShares Global Healthcare ETF (IXJ) in Q3 2026: 12,127 shares worth $1.24M. The stake represents 0.53% of the portfolio and ranks #52 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in IXJ as recently as Q3 2024.

Whalen Wealth Management first reported a position in IXJ in Q1 2024 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Whalen Wealth Management held 12,127 shares of iShares Global Healthcare ETF worth $1.24M as of Q3 2026.
  • iShares Global Healthcare ETF was a new Whalen Wealth Management position in Q3 2026.
  • iShares Global Healthcare ETF made up 0.53% of Whalen Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Whalen Wealth Management first reported a position in iShares Global Healthcare ETF in Q1 2024 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.