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 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

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return