Blue Trust Inc
IXJ icon

Blue Trust Inc’s iShares Global Healthcare ETF IXJ Stock Holding History

Blue Trust 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 		$104K Sell
1,018
-1
-0.1% -$102 ﹤0.01% 994
2026
Q2 		$100K Sell
1,019
-93
-8% -$8.75K ﹤0.01% 1041
2026
Q1 		$104K Sell
1,112
-2,817
-72% -$276K ﹤0.01% 1008
2025
Q4 		$383K Buy
3,929
+34
+0.9% +$3.22K ﹤0.01% 575
2025
Q3 		$345K Sell
3,895
-778
-17% -$67.3K ﹤0.01% 618
2025
Q2 		$402K Buy
4,673
+650
+16% +$55.9K ﹤0.01% 526
2025
Q1 		$367K Buy
4,023
+2,714
+207% +$246K ﹤0.01% 499
2024
Q4 		$113K Sell
1,309
-484
-27% -$44.7K ﹤0.01% 891
2024
Q3 		$166K Buy
1,793
+1,061
+145% +$103K ﹤0.01% 955
2024
Q2 		$68.2K Hold
732
– – ﹤0.01% 1132
2024
Q1 		$68.2K Buy
732
+201
+38% +$18.2K ﹤0.01% 818
2023
Q4 		$44K Sell
531
-174
-25% -$14.4K ﹤0.01% 988
2023
Q3 		$60K Buy
705
+493
+233% +$41.8K ﹤0.01% 789
2023
Q2 		$18K Sell
212
-3,924
-95% -$335K ﹤0.01% 1085
2023
Q1 		$351K Buy
4,136
+3,585
+651% +$297K 0.01% 368
2022
Q4 		$42K Buy
551
+61
+12% +$5.03K ﹤0.01% 990
2022
Q3 		$40K Buy
490
+199
+68% +$16.1K ﹤0.01% 844
2022
Q2 		$25K Buy
+291
New +$24.3K ﹤0.01% 900

Other funds holding IXJ

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Blue Trust Inc's IXJ Position: Q3 2026 in Review

Blue Trust Inc reduced its iShares Global Healthcare ETF (IXJ) stake by 0.1% in Q3 2026, selling an estimated $102 and leaving 1,018 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Blue Trust Inc first reported a position in IXJ in Q2 2022 and has held it in 18 quarters since. The position peaked at $402K in Q2 2025. 49 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Blue Trust Inc held 1,018 shares of iShares Global Healthcare ETF worth $104K as of Q3 2026.
  • Blue Trust Inc sold 1 iShares Global Healthcare ETF share in Q3 2026, an estimated $102.
  • iShares Global Healthcare ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #994 holding.
  • Blue Trust Inc first reported a position in iShares Global Healthcare ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's iShares Global Healthcare ETF position peaked at $402K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.