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 Q3	$10.4M	Buy	101,993 +4,668	+5%	+$477K	0.83%	38
2026 Q2	$9.6M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Royal Fund Management's IXJ Position: Q3 2026 in Review

Royal Fund Management increased its iShares Global Healthcare ETF (IXJ) stake by 4.8% in Q3 2026, buying an estimated $477K and bringing the position to 101,993 shares worth $10.4M. The position accounts for 0.83% of the portfolio, ranked #38.

Royal Fund Management first reported a position in IXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.5M in Q3 2024. 79 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Royal Fund Management held 101,993 shares of iShares Global Healthcare ETF worth $10.4M as of Q3 2026.
Royal Fund Management bought 4,668 iShares Global Healthcare ETF shares in Q3 2026, an estimated $477K.
iShares Global Healthcare ETF made up 0.83% of Royal Fund Management's portfolio in Q3 2026, its #38 holding.
Royal Fund Management first reported a position in iShares Global Healthcare ETF in Q3 2024 and has held it in 7 quarters since.
Royal Fund Management's iShares Global Healthcare ETF position peaked at $14.5M in Q3 2024.
79 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.