Lido Advisors
IXJ icon

Lido Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Lido Advisors’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 		$296K Buy
3,007
+33
+1% +$3.1K ﹤0.01% 1759
2026
Q1 		$278K Buy
2,974
+79
+3% +$7.74K ﹤0.01% 1605
2025
Q4 		$257K Buy
2,895
+10
+0.3% +$946 ﹤0.01% 1649
2025
Q3 		$256K Buy
2,885
+269
+10% +$23.3K ﹤0.01% 1569
2025
Q2 		$225K Sell
2,616
-83
-3% -$7.14K ﹤0.01% 1476
2025
Q1 		$246K Sell
2,699
-1,305
-33% -$119K ﹤0.01% 1294
2024
Q4 		$344K Buy
4,004
+4
+0.1% +$370 ﹤0.01% 1152
2024
Q3 		$393K Sell
4,000
-256
-6% -$24.8K ﹤0.01% 1041
2024
Q2 		$395K Buy
4,256
+950
+29% +$86.7K ﹤0.01% 1009
2024
Q1 		$308K Buy
+3,306
New +$299K ﹤0.01% 1088
2023
Q2 		– Sell
-3,680
Closed -$307K – 1260
2023
Q1 		$307K Buy
3,680
+186
+5% +$15.4K ﹤0.01% 866
2022
Q4 		$297K Sell
3,494
-379
-10% -$31.3K ﹤0.01% 792
2022
Q3 		$291K Sell
3,873
-1,193
-24% -$96.5K ﹤0.01% 761
2022
Q2 		$411K Sell
5,066
-3,195
-39% -$267K 0.01% 603
2022
Q1 		$723K Buy
8,261
+2,000
+32% +$169K 0.01% 479
2021
Q4 		$565K Sell
6,261
-289
-4% -$25K 0.01% 573
2021
Q3 		$548K Buy
6,550
+478
+8% +$41.3K 0.01% 558
2021
Q2 		$505K Hold
6,072
– – 0.01% 543
2021
Q1 		$468K Buy
6,072
+393
+7% +$30.2K 0.01% 518
2020
Q4 		$434K Buy
+5,679
New +$418K 0.01% 515

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

Lido Advisors's IXJ Position: Q2 2026 in Review

Lido Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 1.1% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,007 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Lido Advisors first reported a position in IXJ in Q4 2020 and has held it in 20 quarters since. The position peaked at $723K in Q1 2022. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Lido Advisors held 3,007 shares of iShares Global Healthcare ETF worth $296K as of Q2 2026.
  • Lido Advisors bought 33 iShares Global Healthcare ETF shares in Q2 2026, an estimated $3.1K.
  • iShares Global Healthcare ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1759 holding.
  • Lido Advisors first reported a position in iShares Global Healthcare ETF in Q4 2020 and has held it in 20 quarters since.
  • Lido Advisors's iShares Global Healthcare ETF position peaked at $723K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.