Laurel Oak Wealth Management
IXJ icon

Laurel Oak Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Laurel Oak Wealth Management’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 		$259K Hold
2,535
– – 0.04% 312
2026
Q2 		$249K Hold
2,535
– – 0.04% 317
2026
Q1 		$237K Hold
2,535
– – 0.04% 311
2025
Q4 		$247K Buy
+2,535
New +$240K 0.04% 302

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Laurel Oak Wealth Management's IXJ Position: Q3 2026 in Review

Laurel Oak Wealth Management held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2026 at 2,535 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #312.

Laurel Oak Wealth Management first reported a position in IXJ in Q4 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

  • Laurel Oak Wealth Management held 2,535 shares of iShares Global Healthcare ETF worth $259K as of Q3 2026.
  • Laurel Oak Wealth Management left its iShares Global Healthcare ETF share count unchanged in Q3 2026.
  • iShares Global Healthcare ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.