CoreCap Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

CoreCap Advisors’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	Hold	105	–	–	﹤0.01%	2054
2026 Q1	$9.82K	Hold	105	–	–	﹤0.01%	1957
2025 Q4	$10.2K	Hold	105	–	–	﹤0.01%	1949
2025 Q3	$9.3K	Hold	105	–	–	﹤0.01%	1967
2025 Q2	$9.04K	Sell	105 -186	-64%	-$16K	﹤0.01%	1908
2025 Q1	$26.5K	Hold	291	–	–	﹤0.01%	1422
2024 Q4	$25K	Hold	291	–	–	﹤0.01%	1458
2024 Q3	$28.6K	Buy	+291	New	+$28.2K	﹤0.01%	1417
2024 Q2	–	Sell	-291	Closed	-$27.1K	–	2131
2024 Q1	$27.1K	Buy	+291	New	+$26.3K	﹤0.01%	1351
2022 Q4	$15.8K	Buy	+186	New	+$15.3K	﹤0.01%	1381
2022 Q3	–	Sell	-186	Closed	-$15K	–	1310
2022 Q2	$15K	Buy	+186	New	+$15.6K	﹤0.01%	1345

Other funds holding IXJ

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return