Caldwell Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

Caldwell Trust’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 Q2	$4.92K	Hold	50	–	–	﹤0.01%	728
2026 Q1	$4.68K	Buy	+50	New	+$4.9K	﹤0.01%	719

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's IXJ Position: Q2 2026 in Review

Caldwell Trust held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 50 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Caldwell Trust first reported a position in IXJ in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Caldwell Trust held 50 shares of iShares Global Healthcare ETF worth $4.92K as of Q2 2026.
Caldwell Trust left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #728 holding.
Caldwell Trust first reported a position in iShares Global Healthcare ETF in Q1 2026 and has held it in 2 quarters since.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.