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

LM 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	$370K	Buy	3,748 +3,397	+968%	+$320K	0.04%	179
2026 Q1	$3.75K	Sell	351 -14	-4%	-$1.37K	0.06%	147
2025 Q4	$3.75K	Sell	365 -3,383	-90%	-$320K	0.07%	145
2025 Q3	$332K	Hold	3,748	–	–	0.05%	158
2025 Q2	$323K	Hold	3,748	–	–	0.04%	152
2025 Q1	$342K	Buy	3,748 +580	+18%	+$52.7K	0.06%	177
2024 Q4	$272K	Buy	+3,168	New	+$293K	0.05%	166
2024 Q3	–	Sell	-4,806	Closed	-$294	–	179
2024 Q2	$294	Hold	4,806	–	–	﹤0.01%	183
2024 Q1	$295K	Sell	4,806 -3,107	-39%	-$281K	0.05%	180
2023 Q4	$686K	Buy	+7,913	New	+$656K	0.14%	99

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LM Advisors's IXJ Position: Q2 2026 in Review

LM Advisors increased its iShares Global Healthcare ETF (IXJ) stake by 968% in Q2 2026, buying an estimated $320K and bringing the position to 3,748 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #179.

LM Advisors first reported a position in IXJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $686K in Q4 2023. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

LM Advisors held 3,748 shares of iShares Global Healthcare ETF worth $370K as of Q2 2026.
LM Advisors bought 3,397 iShares Global Healthcare ETF shares in Q2 2026, an estimated $320K.
iShares Global Healthcare ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #179 holding.
LM Advisors first reported a position in iShares Global Healthcare ETF in Q4 2023 and has held it in 10 quarters since.
LM Advisors's iShares Global Healthcare ETF position peaked at $686K in Q4 2023.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.