Halbert Hargrove Global Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Halbert Hargrove Global 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 Q3	–	Sell	-124	Closed	-$12.2K	–	536
2026 Q2	$12.2K	Hold	124	–	–	﹤0.01%	298
2026 Q1	$11.6K	Hold	124	–	–	﹤0.01%	279
2025 Q4	$12.1K	Hold	124	–	–	﹤0.01%	281
2025 Q3	$11K	Hold	124	–	–	﹤0.01%	319
2025 Q2	$10.7K	Hold	124	–	–	﹤0.01%	228
2025 Q1	$11.3K	Hold	124	–	–	﹤0.01%	233
2024 Q4	$10.7K	Buy	+124	New	+$11.5K	﹤0.01%	221

Other funds holding IXJ

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

MIC

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

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Halbert Hargrove Global Advisors's IXJ Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2026, closing a stake of 124 shares — an estimated $12.2K sold.

Halbert Hargrove Global Advisors first reported a position in IXJ in Q4 2024 and held it in 7 quarters. The position peaked at $12.2K in Q2 2026. 44 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 124 iShares Global Healthcare ETF shares in Q3 2026, an estimated $12.2K.
Halbert Hargrove Global Advisors first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 7 quarters.
Halbert Hargrove Global Advisors's iShares Global Healthcare ETF position peaked at $12.2K in Q2 2026.
44 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.