B. Riley Wealth Advisors, Inc. IXJ — ISHARES TR S&P GBL HLTHCR

Ownership history in B. Riley Wealth Advisors, Inc.  ·  59 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported ISHARES TR S&P GBL HLTHCR (IXJ) in 59 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows IXJ at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in ISHARES TR S&P GBL HLTHCR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IXJ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IXJ stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held IXJ — position size vs. price
% of Fund (quarterly)    IXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,271 +53 +1.0% 0.03% $524K 2026-07-14 $97.66
2026 Q1 REDUCED 36.2% +7.3% ❌ 5,218 -2,961 -36.2% 0.03% $479K 2026-04-27 $90.89
2025 Q4 ADDED — — — 8,179 +5 +0.1% 0.04% $797K 2026-02-17 $100.29
2025 Q3 REDUCED — — — 8,174 -237 -2.8% 0.03% $724K 2025-10-31 $89.80
2025 Q2 REDUCED 8.1% +0.6% ❌ 8,411 -746 -8.1% 0.03% $724K 2025-08-19 $86.13
2024 Q4 ADDED — — — 9,157 +274 +3.1% 0.03% $787K 2025-02-25 $91.04
2024 Q3 ADDED — — — 8,883 +78 +0.9% 0.02% $864K 2024-12-13 $86.24
2024 Q2 ADDED — — — 8,805 +1,853 +26.7% 0.02% $817K 2024-08-19 $95.81
2024 Q1 REDUCED — — — 6,952 -238 -3.3% 0.02% $573K 2024-05-16 $89.83
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IXJ

As of 2026 Q2 — sorted by position size

DECISION INVESTMENTS, INC 1.21% PARTNERS WEALTH MANAGEMENT, LLC 0.96% Royal Fund Management, LLC 3Y 0.8% Legacy Wealth Partners, LLC 0.47% Good Harbor Advisors, Inc. 0.37% Marotta Asset Management 3Y 0.31% Maltin Wealth Management, Inc. 3Y 0.3% Balefire, LLC 3Y 7Y 0.27% WAYSTONE ADVISORS LLC 0.26% FULCRUM WEALTH ADVISORS, LLC 0.2%

FAQ About B. Riley Wealth Advisors, Inc. and IXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning IXJ?

B. Riley Wealth Advisors, Inc. reported IXJ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IXJ position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IXJ was 0.04% in 2025 Q4.

What is the latest reported IXJ position on this page?

The most recent filing on this page is 2026 Q2, when B. Riley Wealth Advisors, Inc. reported 5,271 shares, equal to 0.03% of portfolio, with an estimated market value of $524K.

What does the chart on this IXJ ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly IXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their IXJ position?

Based on 13F filing dates vs. subsequent IXJ price moves, B. Riley Wealth Advisors, Inc. correctly timed 26 out of 55 reported position changes (47%). The annualised alpha on IXJ relative to SPY over the holding period was -4.4%.

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