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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
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 -$294K – 183
2024
Q2 		$294K Hold
4,806
– – ﹤0.01% 156
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return