Cape Investment Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

Cape Investment Advisory’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	$10.3K	Buy	+105	New	+$9.88K	﹤0.01%	857
2026 Q1	–	Sell	-58	Closed	-$5.65K	–	710
2025 Q4	$5.65K	Hold	58	–	–	﹤0.01%	875
2025 Q3	$5.14K	Hold	58	–	–	0.01%	514
2025 Q2	$4.99K	Hold	58	–	–	﹤0.01%	752
2025 Q1	$5.29K	Hold	58	–	–	﹤0.01%	733
2024 Q4	$4.99K	Hold	58	–	–	﹤0.01%	739
2024 Q3	$5.69K	Hold	58	–	–	﹤0.01%	676
2024 Q2	$5.38K	Sell	58 -9	-13%	-$821	﹤0.01%	645
2024 Q1	$6.24K	Hold	67	–	–	﹤0.01%	616
2023 Q4	$5.81K	Sell	67 -556	-89%	-$46.1K	﹤0.01%	758
2023 Q3	$51.3K	Hold	623	–	–	0.03%	287
2023 Q2	$52.9K	Hold	623	–	–	0.03%	275
2023 Q1	$51.9K	Buy	+623	New	+$51.6K	0.03%	260

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

Cape Investment Advisory's IXJ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Global Healthcare ETF (IXJ) in Q2 2026: 105 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IXJ as recently as Q4 2025.

Cape Investment Advisory first reported a position in IXJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $52.9K in Q2 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Cape Investment Advisory held 105 shares of iShares Global Healthcare ETF worth $10.3K as of Q2 2026.
iShares Global Healthcare ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #857 holding.
Cape Investment Advisory first reported a position in iShares Global Healthcare ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's iShares Global Healthcare ETF position peaked at $52.9K in Q2 2023.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.