LAM
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LOM Asset Management’s iShares Global Healthcare ETF IXJ Stock Holding History

LOM Asset Management’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 		$24.5K Sell
249
-110
-31% -$10.3K 0.01% 260
2026
Q1 		$33.6K Sell
359
-48
-12% -$4.7K 0.01% 237
2025
Q4 		$39.6K Buy
407
+110
+37% +$10.4K 0.01% 229
2025
Q3 		$26K Buy
+297
New +$25.7K 0.01% 227

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

LOM Asset Management's IXJ Position: Q2 2026 in Review

LOM Asset Management reduced its iShares Global Healthcare ETF (IXJ) stake by 31% in Q2 2026, selling an estimated $10.3K and leaving 249 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #260.

LOM Asset Management first reported a position in IXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.6K in Q4 2025. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • LOM Asset Management held 249 shares of iShares Global Healthcare ETF worth $24.5K as of Q2 2026.
  • LOM Asset Management sold 110 iShares Global Healthcare ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Global Healthcare ETF made up 0.01% of LOM Asset Management's portfolio in Q2 2026, its #260 holding.
  • LOM Asset Management first reported a position in iShares Global Healthcare ETF in Q3 2025 and has held it in 4 quarters since.
  • LOM Asset Management's iShares Global Healthcare ETF position peaked at $39.6K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.