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

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

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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. 88 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.
88 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.