Polen Capital Management iShares Global Healthcare ETF transactions over time
IXJ
iShares Global Healthcare ETF historical holders
total: 1
Transactions details
- Total transactions:
- 1
- New positions:
- 1
- Held since:
- 2026 Q3
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q3
Polen Capital Management has been an institutional investor in iShares Global Healthcare ETF (IXJ) since 2026 Q3. According to 2026 Q3 report, Polen Capital Management holds 2,608 shares with a market value of roughly $266.32K representing 0.00% of their equity portfolio. The fund/company first acquired IXJ in 2026 Q3, initially purchasing 2,608 shares.
Does Polen Capital Management still hold IXJ?
Yes, Polen Capital Management continues to hold iShares Global Healthcare ETF (IXJ). According to their 2026 Q3 report, they maintain a position of 2,608 shares valued at approximately $266.32K, representing 0.00% of their equity portfolio.
When did Polen Capital Management first invest in IXJ?
Polen Capital Management first invested in iShares Global Healthcare ETF (IXJ) in 2026 Q3 at the reported quarter-end price of $102.12 per share, acquiring 2,608 shares in their initial purchase.
What is Polen Capital Management's average cost basis for IXJ?
Based on historical transaction data, Polen Capital Management's estimated cost basis for iShares Global Healthcare ETF (IXJ) is approximately $102.12 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $102.12
IXJ transactions history by Polen Capital Management
1 result
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q3
|
0.00%
|
2,608
|
$102.12
|
$266,319
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.