IXJ — ISHARES GLOBAL HEALTHCARE ETF

Ownership history in Composition Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, LLC reported a position in ISHARES GLOBAL HEALTHCARE ETF (IXJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2020 Q3)
Avg. % of fund
0.01%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,809 +200 +7.7% 0.00% $249K $88.08
2025 Q2 REDUCED 2,609 -1,061 -28.9% 0.00% $225K $85.57
2022 Q4 REDUCED 3,670 -161 -4.2% 0.01% $312K $81.29
2022 Q3 ADDED 3,831 +345 +9.9% 0.01% $289K $71.80
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% of Fund (quarterly)    IXJ price (monthly, adj. close)

Other funds also holding IXJ

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 3.68% Phoenix Financial Ltd. 3Y 2.24% FCA CORP /TX 3Y 7Y 1.39% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.21% Veltria Advisors Corp. 3Y 1.14% Leo Wealth, LLC 1.04% Hamilton Wealth, LLC 3Y 7Y 0.97% Anson Capital, Inc. 3Y 0.93% Royal Fund Management, LLC 3Y 0.82% Logan Stone Capital, LLC 3Y 0.7%
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