Crescent Grove Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Crescent Grove 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 Q1	–	Sell	-15,940	Closed	-$1.55M	–	320
2025 Q4	$1.55M	Hold	15,940	–	–	0.14%	100
2025 Q3	$1.41M	Hold	15,940	–	–	0.13%	98
2025 Q2	$1.37M	Hold	15,940	–	–	0.13%	96
2025 Q1	$1.45M	Hold	15,940	–	–	0.15%	91
2024 Q4	$1.37M	Hold	15,940	–	–	0.14%	99
2024 Q3	$1.56M	Hold	15,940	–	–	0.16%	91
2024 Q2	$1.48M	Hold	15,940	–	–	0.16%	86
2024 Q1	$1.48M	Sell	15,940 -60	-0.4%	-$5.43K	0.15%	88
2023 Q4	$1.39M	Hold	16,000	–	–	0.15%	88
2023 Q3	$1.32M	Hold	16,000	–	–	0.16%	93
2023 Q2	$1.36M	Hold	16,000	–	–	0.15%	90
2023 Q1	$1.33M	Hold	16,000	–	–	0.15%	87
2022 Q4	$1.36M	Hold	16,000	–	–	0.14%	92
2022 Q3	$1.21M	Hold	16,000	–	–	0.14%	80
2022 Q2	$1.3M	Hold	16,000	–	–	0.14%	80
2022 Q1	$1.4M	Hold	16,000	–	–	0.14%	84
2021 Q4	$1.45M	Hold	16,000	–	–	0.14%	87
2021 Q3	$1.34M	Hold	16,000	–	–	0.14%	85
2021 Q2	$1.33M	Hold	16,000	–	–	0.14%	82
2021 Q1	$1.23M	Hold	16,000	–	–	0.14%	78
2020 Q4	$1.22M	Hold	16,000	–	–	0.16%	69
2020 Q3	$1.15M	Hold	16,000	–	–	0.23%	56
2020 Q2	$1.1M	Buy	+16,000	New	+$1.08M	0.23%	51

Other funds holding IXJ

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crescent Grove Advisors's IXJ Position: Q1 2026 in Review

Crescent Grove Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2026, closing a stake of 15,940 shares — an estimated $1.55M sold.

Crescent Grove Advisors first reported a position in IXJ in Q2 2020 and held it in 23 quarters. The position peaked at $1.56M in Q3 2024. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

Crescent Grove Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 15,940 iShares Global Healthcare ETF shares in Q1 2026, an estimated $1.55M.
Crescent Grove Advisors first reported a position in iShares Global Healthcare ETF in Q2 2020 and held it in 23 quarters.
Crescent Grove Advisors's iShares Global Healthcare ETF position peaked at $1.56M in Q3 2024.
285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.