Corient Private Wealth
IXJ icon

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
Q1 		$361K Sell
3,864
-4,166
-52% -$408K ﹤0.01% 2221
2025
Q4 		$782K Buy
8,030
+3,508
+78% +$332K ﹤0.01% 2025
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth's IXJ Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Global Healthcare ETF (IXJ) stake by 52% in Q1 2026, selling an estimated $408K and leaving 3,864 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Corient Private Wealth first reported a position in IXJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.7M in Q3 2023. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Corient Private Wealth held 3,864 shares of iShares Global Healthcare ETF worth $361K as of Q1 2026.
  • Corient Private Wealth sold 4,166 iShares Global Healthcare ETF shares in Q1 2026, an estimated $408K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2221 holding.
  • Corient Private Wealth first reported a position in iShares Global Healthcare ETF in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's iShares Global Healthcare ETF position peaked at $43.7M in Q3 2023.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.