Kozak & Associates’s iShares Global Healthcare ETF IXJ Stock Holding History

Kozak & Associates’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
2025 Q4	–	Sell	-79	Closed	-$7.54K	–	457
2025 Q3	$7.54K	Buy	+79	New	+$6.83K	﹤0.01%	279
2023 Q4	–	Sell	-92	Closed	-$7.63K	–	392
2023 Q3	$7.63K	Buy	+92	New	+$7.8K	﹤0.01%	260

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Kozak & Associates's IXJ Position: Q4 2025 in Review

Kozak & Associates sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 79 shares — an estimated $7.54K sold.

Kozak & Associates first reported a position in IXJ in Q3 2023 and held it in 2 quarters. The position peaked at $7.63K in Q3 2023. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

Kozak & Associates reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
Kozak & Associates sold 79 iShares Global Healthcare ETF shares in Q4 2025, an estimated $7.54K.
Kozak & Associates first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 2 quarters.
Kozak & Associates's iShares Global Healthcare ETF position peaked at $7.63K in Q3 2023.
293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.