Pathstone Holdings’s iShares Global Healthcare ETF IXJ Stock Holding History

Pathstone Holdings’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	$771K	Sell	7,840 -3,739	-32%	-$352K	﹤0.01%	1646
2026 Q1	$1.08M	Sell	11,579 -3,130	-21%	-$307K	﹤0.01%	1366
2025 Q4	$1.43M	Sell	14,709 -985	-6%	-$93.2K	0.01%	1207
2025 Q3	$1.39M	Hold	15,694	–	–	0.01%	1235
2025 Q2	$1.35M	Sell	15,694 -1,636	-9%	-$141K	0.01%	1222
2025 Q1	$1.58M	Sell	17,330 -605	-3%	-$54.9K	0.01%	1117
2024 Q4	$1.54M	Sell	17,935 -497	-3%	-$45.9K	0.01%	1127
2024 Q3	$1.81M	Buy	18,432 +1,722	+10%	+$167K	0.01%	1035
2024 Q2	$1.55M	Buy	+16,710	New	+$1.52M	0.01%	1051

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

Pathstone Holdings's IXJ Position: Q2 2026 in Review

Pathstone Holdings reduced its iShares Global Healthcare ETF (IXJ) stake by 32% in Q2 2026, selling an estimated $352K and leaving 7,840 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Pathstone Holdings first reported a position in IXJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q3 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Pathstone Holdings held 7,840 shares of iShares Global Healthcare ETF worth $771K as of Q2 2026.
Pathstone Holdings sold 3,739 iShares Global Healthcare ETF shares in Q2 2026, an estimated $352K.
iShares Global Healthcare ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1646 holding.
Pathstone Holdings first reported a position in iShares Global Healthcare ETF in Q2 2024 and has held it in 9 quarters since.
Pathstone Holdings's iShares Global Healthcare ETF position peaked at $1.81M in Q3 2024.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.