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Transcend Capital Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Transcend Capital 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
2025
Q2 		– Sell
-17,588
Closed -$1.6M – 663
2025
Q1 		$1.6M Sell
17,588
-636
-3% -$57.8K 0.12% 186
2024
Q4 		$1.57M Sell
18,224
-280
-2% -$25.9K 0.11% 183
2024
Q3 		$1.82M Sell
18,504
-5,898
-24% -$572K 0.12% 184
2024
Q2 		$2.27M Sell
24,402
-299
-1% -$27.3K 0.16% 145
2024
Q1 		$2.3M Sell
24,701
-1,045
-4% -$94.6K 0.18% 127
2023
Q4 		$2.23M Sell
25,746
-4,041
-14% -$335K 0.2% 121
2023
Q3 		$2.46M Buy
29,787
+1,041
+4% +$88.3K 0.24% 99
2023
Q2 		$2.44M Sell
28,746
-192
-0.7% -$16.4K 0.23% 100
2023
Q1 		$2.41M Sell
28,938
-189
-0.6% -$15.7K 0.25% 102
2022
Q4 		$2.47M Buy
29,127
+20,108
+223% +$1.66M 0.27% 94
2022
Q3 		$680K Sell
9,019
-10
-0.1% -$809 0.08% 238
2022
Q2 		$733K Sell
9,029
-29
-0.3% -$2.42K 0.08% 240
2022
Q1 		$794K Buy
9,058
+61
+0.7% +$5.16K 0.07% 247
2021
Q4 		$813K Buy
8,997
+235
+3% +$20.3K 0.07% 238
2021
Q3 		$761K Buy
8,762
+14
+0.2% +$1.21K 0.07% 242
2021
Q2 		$725K Buy
8,748
+218
+3% +$17.6K 0.1% 182
2021
Q1 		$659K Buy
8,530
+457
+6% +$35.2K 0.08% 222
2020
Q4 		$617K Buy
+8,073
New +$594K 0.08% 215

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transcend Capital Advisors's IXJ Position: Q2 2025 in Review

Transcend Capital Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 17,588 shares — an estimated $1.6M sold.

Transcend Capital Advisors first reported a position in IXJ in Q4 2020 and held it in 18 quarters. The position peaked at $2.47M in Q4 2022. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

  • Transcend Capital Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 17,588 iShares Global Healthcare ETF shares in Q2 2025, an estimated $1.6M.
  • Transcend Capital Advisors first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 18 quarters.
  • Transcend Capital Advisors's iShares Global Healthcare ETF position peaked at $2.47M in Q4 2022.
  • 268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.