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Patriot Investment Management Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Patriot Investment Management Group’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 		$428K Sell
4,352
-8
-0.2% -$753 0.02% 175
2026
Q1 		$408K Sell
4,360
-520
-11% -$50.9K 0.03% 175
2025
Q4 		$475K Buy
4,880
+2
+0% +$189 0.03% 168
2025
Q3 		$432K Sell
4,878
-230
-5% -$19.9K 0.03% 171
2025
Q2 		$440K Sell
5,108
-28
-0.5% -$2.41K 0.03% 169
2025
Q1 		$468K Hold
5,136
– – 0.04% 158
2024
Q4 		$442K Sell
5,136
-34
-0.7% -$3.14K 0.03% 167
2024
Q3 		$507K Hold
5,170
– – 0.04% 160
2024
Q2 		$480K Buy
5,170
+2
+0% +$183 0.04% 160
2024
Q1 		$481K Sell
5,168
-1,160
-18% -$105K 0.04% 163
2023
Q4 		$549K Buy
6,328
+1
+0% +$83 0.05% 151
2023
Q3 		$521K Hold
6,327
– – 0.05% 150
2023
Q2 		$538K Buy
6,327
+2
+0% +$171 0.05% 156
2023
Q1 		$527K Hold
6,325
– – 0.05% 160
2022
Q4 		$532K Sell
6,325
-188
-3% -$15.5K 0.05% 165
2022
Q3 		$490K Hold
6,513
– – 0.05% 159
2022
Q2 		$528K Buy
6,513
+1
+0% +$84 0.05% 156
2022
Q1 		$570K Hold
6,512
– – 0.05% 165
2021
Q4 		$588K Sell
6,512
-84
-1% -$7.26K 0.05% 161
2021
Q3 		$552K Hold
6,596
– – 0.05% 160
2021
Q2 		$548K Buy
6,596
+2
+0% +$162 0.05% 161
2021
Q1 		$508K Hold
6,594
– – 0.05% 160
2020
Q4 		$504K Buy
6,594
+1
+0% +$74 0.08% 117
2020
Q3 		$473K Hold
6,593
– – 0.06% 150
2020
Q2 		$453K Buy
6,593
+2
+0% +$135 0.06% 151
2020
Q1 		$401K Buy
6,591
+490
+8% +$32.3K 0.06% 148
2019
Q4 		$419K Buy
6,101
+1
+0% +$65 0.05% 162
2019
Q3 		$369K Buy
6,100
+400
+7% +$24.5K 0.05% 166
2019
Q2 		$351K Sell
5,700
-398
-7% -$23.9K 0.05% 170
2019
Q1 		$372K Buy
+6,098
New +$363K 0.05% 162

Other funds holding IXJ

RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CWA
Clarity Wealth Advisors San Jose, California $567M AUM 27.85% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Patriot Investment Management Group's IXJ Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares Global Healthcare ETF (IXJ) stake by 0.18% in Q2 2026, selling an estimated $753 and leaving 4,352 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #175.

Patriot Investment Management Group first reported a position in IXJ in Q1 2019 and has held it in 30 quarters since. The position peaked at $588K in Q4 2021. 97 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Patriot Investment Management Group held 4,352 shares of iShares Global Healthcare ETF worth $428K as of Q2 2026.
  • Patriot Investment Management Group sold 8 iShares Global Healthcare ETF shares in Q2 2026, an estimated $753.
  • iShares Global Healthcare ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #175 holding.
  • Patriot Investment Management Group first reported a position in iShares Global Healthcare ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Global Healthcare ETF position peaked at $588K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.