Corient Private Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Corient Private Wealth’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	$220K	Sell	2,234 -1,630	-42%	-$153K	﹤0.01%	2756
2026 Q1	$361K	Sell	3,864 -151	-4%	-$14.8K	﹤0.01%	2221
2025 Q4	$391K	Sell	4,015 -507	-11%	-$48K	﹤0.01%	2003
2025 Q3	$401K	Buy	4,522 +1,786	+65%	+$154K	﹤0.01%	1939
2025 Q2	$236K	Sell	2,736 -10,462	-79%	-$900K	﹤0.01%	2134
2025 Q1	$1.2M	Buy	13,198 +5,645	+75%	+$513K	﹤0.01%	1207
2024 Q4	$563K	Buy	7,553 +222	+3%	+$20.5K	﹤0.01%	1552
2024 Q3	$720K	Buy	7,331 +1,422	+24%	+$138K	﹤0.01%	1561
2024 Q2	$549K	Buy	5,909 +219	+4%	+$20K	﹤0.01%	1590
2024 Q1	$530K	Sell	5,690 -4	-0.1%	-$362	﹤0.01%	1599
2023 Q4	$494K	Sell	5,694 -348,228	-98%	-$28.9M	﹤0.01%	1612
2023 Q3	$43.7M	Buy	+353,922	New	+$30M	0.1%	216

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

Corient Private Wealth's IXJ Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Global Healthcare ETF (IXJ) stake by 42% in Q2 2026, selling an estimated $153K and leaving 2,234 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Corient Private Wealth first reported a position in IXJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.7M in Q3 2023. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Corient Private Wealth held 2,234 shares of iShares Global Healthcare ETF worth $220K as of Q2 2026.
Corient Private Wealth sold 1,630 iShares Global Healthcare ETF shares in Q2 2026, an estimated $153K.
iShares Global Healthcare ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2756 holding.
Corient Private Wealth first reported a position in iShares Global Healthcare ETF in Q3 2023 and has held it in 12 quarters since.
Corient Private Wealth's iShares Global Healthcare ETF position peaked at $43.7M in Q3 2023.
302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.