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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CX Institutional's IXJ Position: Q2 2026 in Review

CX Institutional reduced its iShares Global Healthcare ETF (IXJ) stake by 71% in Q2 2026, selling an estimated $28.7K and leaving 123 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

CX Institutional first reported a position in IXJ in Q2 2022 and has held it in 10 quarters since. The position peaked at $458K in Q2 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

CX Institutional held 123 shares of iShares Global Healthcare ETF worth $12K as of Q2 2026.
CX Institutional sold 305 iShares Global Healthcare ETF shares in Q2 2026, an estimated $28.7K.
iShares Global Healthcare ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1269 holding.
CX Institutional first reported a position in iShares Global Healthcare ETF in Q2 2022 and has held it in 10 quarters since.
CX Institutional's iShares Global Healthcare ETF position peaked at $458K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.