Royal Fund Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Royal Fund 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	$9.57M	Buy	97,325 +5,314	+6%	+$500K	0.8%	34
2026 Q1	$8.61M	Sell	92,011 -848	-0.9%	-$83K	0.82%	34
2025 Q4	$9.05M	Buy	+92,859	New	+$8.79M	0.82%	35
2025 Q2	–	Sell	-79,721	Closed	-$7.28M	–	350
2025 Q1	$7.28M	Buy	79,721 +321	+0.4%	+$29.2K	0.81%	30
2024 Q4	$6.84M	Sell	79,400 -68,402	-46%	-$6.32M	0.64%	45
2024 Q3	$14.5M	Buy	+147,802	New	+$14.3M	0.86%	25

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

Royal Fund Management's IXJ Position: Q2 2026 in Review

Royal Fund Management increased its iShares Global Healthcare ETF (IXJ) stake by 5.8% in Q2 2026, buying an estimated $500K and bringing the position to 97,325 shares worth $9.57M. The position accounts for 0.8% of the portfolio, ranked #34.

Royal Fund Management first reported a position in IXJ in Q3 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q3 2024. 302 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Royal Fund Management held 97,325 shares of iShares Global Healthcare ETF worth $9.57M as of Q2 2026.
Royal Fund Management bought 5,314 iShares Global Healthcare ETF shares in Q2 2026, an estimated $500K.
iShares Global Healthcare ETF made up 0.8% of Royal Fund Management's portfolio in Q2 2026, its #34 holding.
Royal Fund Management first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 6 quarters since.
Royal Fund Management's iShares Global Healthcare ETF position peaked at $14.5M in Q3 2024.
302 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.