Vontobel Holding’s iShares Global Healthcare ETF IXJ Stock Holding History

Vontobel Holding’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	$1.71M	Sell	16,700 -10,000	-37%	-$1.02M	0.01%	678
2026 Q2	$2.63M	Hold	26,700	–	–	0.01%	584
2026 Q1	$2.5M	Hold	26,700	–	–	0.01%	489
2025 Q4	$2.6M	Buy	+26,700	New	+$2.53M	0.01%	511
2022 Q1	–	Sell	-8,800	Closed	-$795K	–	1096
2021 Q4	$795K	Hold	8,800	–	–	0.01%	691
2021 Q3	$737K	Sell	8,800 -1,000	-10%	-$86.5K	0.01%	684
2021 Q2	$814K	Buy	9,800 +2,000	+26%	+$162K	0.01%	641
2021 Q1	$601K	Buy	7,800 +1,100	+16%	+$84.7K	﹤0.01%	629
2020 Q4	$512K	Buy	+6,700	New	+$493K	﹤0.01%	650

Other funds holding IXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

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

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

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

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

Vontobel Holding's IXJ Position: Q3 2026 in Review

Vontobel Holding reduced its iShares Global Healthcare ETF (IXJ) stake by 37% in Q3 2026, selling an estimated $1.02M and leaving 16,700 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #678.

Vontobel Holding first reported a position in IXJ in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.63M in Q2 2026. 72 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Vontobel Holding held 16,700 shares of iShares Global Healthcare ETF worth $1.71M as of Q3 2026.
Vontobel Holding sold 10,000 iShares Global Healthcare ETF shares in Q3 2026, an estimated $1.02M.
iShares Global Healthcare ETF made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #678 holding.
Vontobel Holding first reported a position in iShares Global Healthcare ETF in Q4 2020 and has held it in 9 quarters since.
Vontobel Holding's iShares Global Healthcare ETF position peaked at $2.63M in Q2 2026.
72 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.