Creative Financial Designs’s iShares Global Healthcare ETF IXJ Stock Holding History

Creative Financial Designs’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
2025 Q2	–	Sell	-117	Closed	-$10.7K	–	2096
2025 Q1	$10.7K	Hold	117	–	–	﹤0.01%	1285
2024 Q4	$10.1K	Hold	117	–	–	﹤0.01%	1253
2024 Q3	$11.5K	Hold	117	–	–	﹤0.01%	1165
2024 Q2	$10.9K	Hold	117	–	–	﹤0.01%	1143
2024 Q1	$10.9K	Hold	117	–	–	﹤0.01%	1118
2023 Q4	$10.1K	Hold	117	–	–	﹤0.01%	1092
2023 Q3	$9.64K	Hold	117	–	–	﹤0.01%	1041
2023 Q2	$9.94K	Hold	117	–	–	﹤0.01%	1014
2023 Q1	$9.75K	Hold	117	–	–	﹤0.01%	964
2022 Q4	$9.93K	Hold	117	–	–	﹤0.01%	901
2022 Q3	$9K	Hold	117	–	–	﹤0.01%	912
2022 Q2	$9K	Hold	117	–	–	﹤0.01%	885
2022 Q1	$10K	Hold	117	–	–	﹤0.01%	904
2021 Q4	$11K	Hold	117	–	–	﹤0.01%	884
2021 Q3	$10K	Hold	117	–	–	﹤0.01%	1017
2021 Q2	$10K	Hold	117	–	–	﹤0.01%	1022
2021 Q1	$9K	Hold	117	–	–	﹤0.01%	952
2020 Q4	$9K	Hold	117	–	–	﹤0.01%	886
2020 Q3	$8K	Buy	+117	New	+$8.39K	﹤0.01%	842
2019 Q1	–	Sell	-106	Closed	-$6K	–	605
2018 Q4	$6K	Buy	106 +1	+1%	+$60	﹤0.01%	415
2018 Q3	$7K	Hold	105	–	–	﹤0.01%	473
2018 Q2	$6K	Buy	105 +1	+1%	+$56	﹤0.01%	529
2018 Q1	$6K	Sell	104 -142	-58%	-$8.17K	﹤0.01%	480
2017 Q4	$14K	Hold	246	–	–	0.01%	367
2017 Q3	$14K	Hold	246	–	–	0.01%	377
2017 Q2	$13K	Buy	246 +2	+0.8%	+$106	0.01%	379
2017 Q1	$13K	Hold	244	–	–	0.01%	374
2016 Q4	$12K	Buy	+244	New	+$11.7K	0.01%	379

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's IXJ Position: Q2 2025 in Review

Creative Financial Designs sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 117 shares — an estimated $10.7K sold.

Creative Financial Designs first reported a position in IXJ in Q4 2016 and held it in 28 quarters. The position peaked at $14K in Q4 2017. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

Creative Financial Designs reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 117 iShares Global Healthcare ETF shares in Q2 2025, an estimated $10.7K.
Creative Financial Designs first reported a position in iShares Global Healthcare ETF in Q4 2016 and held it in 28 quarters.
Creative Financial Designs's iShares Global Healthcare ETF position peaked at $14K in Q4 2017.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.