CX Institutional’s iShares Global Healthcare ETF IXJ Stock Holding History

CX Institutional’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	$12K	Sell	120 -3	-2%	-$307	﹤0.01%	1323
2026 Q2	$12K	Sell	123 -305	-71%	-$28.7K	﹤0.01%	1269
2026 Q1	$40K	Sell	428 -291	-40%	-$28.5K	﹤0.01%	1007
2025 Q4	$70K	Buy	719 +272	+61%	+$25.7K	﹤0.01%	915
2025 Q3	$40K	Sell	447 -4,871	-92%	-$421K	﹤0.01%	976
2025 Q2	$458K	Buy	5,318 +4,972	+1,437%	+$428K	0.02%	391
2025 Q1	$32K	Buy	+346	New	+$31.4K	﹤0.01%	898
2024 Q2	–	Sell	-225	Closed	-$21K	–	559
2024 Q1	$21K	Buy	+225	New	+$20.4K	﹤0.01%	543
2023 Q3	–	Sell	-2,942	Closed	-$250K	–	517
2023 Q2	$250K	Buy	+2,942	New	+$251K	0.01%	464
2023 Q1	–	Sell	-4,838	Closed	-$411K	–	533
2022 Q4	$411K	Buy	+4,838	New	+$399K	0.02%	392
2022 Q3	–	Sell	-496	Closed	-$40K	–	814
2022 Q2	$40K	Buy	+496	New	+$41.5K	﹤0.01%	719

Other funds holding IXJ

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

CX Institutional's IXJ Position: Q3 2026 in Review

CX Institutional reduced its iShares Global Healthcare ETF (IXJ) stake by 2.4% in Q3 2026, selling an estimated $307 and leaving 120 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

CX Institutional first reported a position in IXJ in Q2 2022 and has held it in 11 quarters since. The position peaked at $458K in Q2 2025. 29 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

CX Institutional held 120 shares of iShares Global Healthcare ETF worth $12K as of Q3 2026.
CX Institutional sold 3 iShares Global Healthcare ETF shares in Q3 2026, an estimated $307.
iShares Global Healthcare ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1323 holding.
CX Institutional first reported a position in iShares Global Healthcare ETF in Q2 2022 and has held it in 11 quarters since.
CX Institutional's iShares Global Healthcare ETF position peaked at $458K in Q2 2025.
29 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.