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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
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

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

Laurel Oak Wealth Management's IXJ Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 2,535 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #317.

Laurel Oak Wealth Management first reported a position in IXJ in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Laurel Oak Wealth Management held 2,535 shares of iShares Global Healthcare ETF worth $249K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #317 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.