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Leo Wealth LLC’s iShares Global Healthcare ETF IXJ Stock Holding History

Leo Wealth LLC’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
Q1 		$11.2M Sell
119,699
-27,099
-18% -$2.65M 0.81% 30
2025
Q4 		$14.3M Buy
146,798
+54,516
+59% +$5.16M 1.04% 21
2025
Q3 		$8.18M Sell
92,282
-47,890
-34% -$4.14M 1.06% 19
2025
Q2 		$12.1M Buy
140,172
+48,194
+52% +$4.15M 0.94% 23
2025
Q1 		$8.39M Buy
91,978
+22,200
+32% +$2.02M 1.21% 16
2024
Q4 		$6M Sell
69,778
-9,285
-12% -$858K 0.54% 34
2024
Q3 		$7.76M Buy
79,063
+4,729
+6% +$459K 0.71% 26
2024
Q2 		$6.89M Buy
+74,334
New +$6.78M 0.7% 28

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leo Wealth LLC's IXJ Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Global Healthcare ETF (IXJ) stake by 18% in Q1 2026, selling an estimated $2.65M and leaving 119,699 shares worth $11.2M. The position accounts for 0.81% of the portfolio, ranked #30.

Leo Wealth LLC first reported a position in IXJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q4 2025. 285 funds tracked by Wall St. Rank hold IXJ as of Q1 2026.

  • Leo Wealth LLC held 119,699 shares of iShares Global Healthcare ETF worth $11.2M as of Q1 2026.
  • Leo Wealth LLC sold 27,099 iShares Global Healthcare ETF shares in Q1 2026, an estimated $2.65M.
  • iShares Global Healthcare ETF made up 0.81% of Leo Wealth LLC's portfolio in Q1 2026, its #30 holding.
  • Leo Wealth LLC first reported a position in iShares Global Healthcare ETF in Q2 2024 and has held it in 8 quarters since.
  • Leo Wealth LLC's iShares Global Healthcare ETF position peaked at $14.3M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.