BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares Global Healthcare ETF IXJ Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-91	Closed	-$8.95K	–	2062
2026 Q2	$8.95K	Hold	91	–	–	﹤0.01%	1589
2026 Q1	$8.51K	Hold	91	–	–	﹤0.01%	1635
2025 Q4	$8.86K	Hold	91	–	–	﹤0.01%	1662
2025 Q3	$8.06K	Hold	91	–	–	﹤0.01%	1655
2025 Q2	$7.83K	Hold	91	–	–	﹤0.01%	1624
2025 Q1	$8.3K	Hold	91	–	–	﹤0.01%	1603
2024 Q4	$7.82K	Hold	91	–	–	﹤0.01%	1556
2024 Q3	$8.93K	Buy	+91	New	+$8.82K	﹤0.01%	1572

Other funds holding IXJ

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IXJ Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of iShares Global Healthcare ETF (IXJ) in Q3 2026, closing a stake of 91 shares — an estimated $8.95K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IXJ in Q3 2024 and held it in 8 quarters. The position peaked at $8.95K in Q2 2026. 248 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining iShares Global Healthcare ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 91 iShares Global Healthcare ETF shares in Q3 2026, an estimated $8.95K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares Global Healthcare ETF in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares Global Healthcare ETF position peaked at $8.95K in Q2 2026.
248 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.