MYIA
IXJ icon

Mount Yale Investment Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Mount Yale Investment 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 		$685K Sell
6,961
-87
-1% -$8.19K 0.01% 690
2026
Q1 		$659K Sell
7,048
-12,909
-65% -$1.26M 0.02% 628
2025
Q4 		$1.94M Buy
19,957
+289
+1% +$27.3K 0.09% 196
2025
Q3 		$1.74M Buy
19,668
+18,896
+2,448% +$1.63M 0.12% 182
2025
Q2 		$66.5K Buy
+772
New +$66.4K 0.01% 738

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

Mount Yale Investment Advisors's IXJ Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Global Healthcare ETF (IXJ) stake by 1.2% in Q2 2026, selling an estimated $8.19K and leaving 6,961 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #690.

Mount Yale Investment Advisors first reported a position in IXJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q4 2025. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Mount Yale Investment Advisors held 6,961 shares of iShares Global Healthcare ETF worth $685K as of Q2 2026.
  • Mount Yale Investment Advisors sold 87 iShares Global Healthcare ETF shares in Q2 2026, an estimated $8.19K.
  • iShares Global Healthcare ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #690 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Global Healthcare ETF in Q2 2025 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's iShares Global Healthcare ETF position peaked at $1.94M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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