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Courier Capital’s iShares Global Healthcare ETF IXJ Stock Holding History

Courier Capital’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
Q3 		– Sell
-2,042
Closed -$201K – 248
2026
Q2 		$201K Buy
+2,042
New +$192K 0.01% 389
2025
Q4 		– Sell
-2,842
Closed -$252K – 396
2025
Q3 		$252K Sell
2,842
-2,225
-44% -$192K 0.01% 356
2025
Q2 		$436K Sell
5,067
-1,154
-19% -$99.3K 0.03% 290
2025
Q1 		$567K Buy
6,221
+886
+17% +$80.5K 0.04% 257
2024
Q4 		$459K Buy
5,335
+2,193
+70% +$203K 0.03% 268
2024
Q3 		$308K Sell
3,142
-250
-7% -$24.2K 0.02% 293
2024
Q2 		$315K Sell
3,392
-400
-11% -$36.5K 0.03% 275
2024
Q1 		$353K Hold
3,792
– – 0.03% 280
2023
Q4 		$329K Sell
3,792
-930
-20% -$77.1K 0.03% 284
2023
Q3 		$389K Buy
4,722
+81
+2% +$6.87K 0.03% 259
2023
Q2 		$394K Buy
+4,641
New +$396K 0.03% 274
2022
Q1 		– Sell
-2,250
Closed -$203K – 310
2021
Q4 		$203K Buy
+2,250
New +$194K 0.02% 302
2021
Q3 		– Sell
-2,450
Closed -$204K – 312
2021
Q2 		$204K Buy
+2,450
New +$198K 0.02% 310

Other funds holding IXJ

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Courier Capital's IXJ Position: Q3 2026 in Review

Courier Capital sold out of iShares Global Healthcare ETF (IXJ) in Q3 2026, closing a stake of 2,042 shares — an estimated $201K sold.

Courier Capital first reported a position in IXJ in Q2 2021 and held it in 13 quarters. The position peaked at $567K in Q1 2025. 44 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Courier Capital reported no remaining iShares Global Healthcare ETF position as of Q3 2026 after selling out during the quarter.
  • Courier Capital sold 2,042 iShares Global Healthcare ETF shares in Q3 2026, an estimated $201K.
  • Courier Capital first reported a position in iShares Global Healthcare ETF in Q2 2021 and held it in 13 quarters.
  • Courier Capital's iShares Global Healthcare ETF position peaked at $567K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.