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Gladstone Institutional Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

Gladstone Institutional Advisory’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 		$1.66M Buy
16,921
+4,560
+37% +$429K 0.05% 324
2026
Q1 		$1.16M Buy
12,361
+6,457
+109% +$632K 0.04% 349
2025
Q4 		$575K Sell
5,904
-748
-11% -$70.8K 0.02% 471
2025
Q3 		$589K Buy
6,652
+1,215
+22% +$105K 0.02% 472
2025
Q2 		$468K Sell
5,437
-6
-0.1% -$516 0.02% 514
2025
Q1 		$496K Buy
5,443
+1,240
+30% +$113K 0.02% 468
2024
Q4 		$361K Buy
4,203
+1,686
+67% +$156K 0.02% 544
2024
Q3 		$247K Buy
+2,517
New +$244K 0.01% 610

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gladstone Institutional Advisory's IXJ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Global Healthcare ETF (IXJ) stake by 37% in Q2 2026, buying an estimated $429K and bringing the position to 16,921 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #324.

Gladstone Institutional Advisory first reported a position in IXJ in Q3 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Gladstone Institutional Advisory held 16,921 shares of iShares Global Healthcare ETF worth $1.66M as of Q2 2026.
  • Gladstone Institutional Advisory bought 4,560 iShares Global Healthcare ETF shares in Q2 2026, an estimated $429K.
  • iShares Global Healthcare ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #324 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 8 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.