LDB
IXJ icon

Lee, Danner & Bass’s iShares Global Healthcare ETF IXJ Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-92
Closed -$7.91K – 482
2024
Q4 		$7.91K Buy
+92
New +$8.5K ﹤0.01% 555

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee, Danner & Bass's IXJ Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Global Healthcare ETF (IXJ) in Q1 2025, closing a stake of 92 shares — an estimated $7.91K sold.

Lee, Danner & Bass first reported a position in IXJ in Q4 2024 and held it in 1 quarter. The position peaked at $7.91K in Q4 2024. 266 funds tracked by Wall St. Rank hold IXJ as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Global Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 92 iShares Global Healthcare ETF shares in Q1 2025, an estimated $7.91K.
  • Lee, Danner & Bass first reported a position in iShares Global Healthcare ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Global Healthcare ETF position peaked at $7.91K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.