Smith, Moore & Co’s iShares Global Healthcare ETF IXJ Stock Holding History

Smith, Moore & Co’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
2025 Q2	–	Sell	-2,205	Closed	-$201K	–	523
2025 Q1	$201K	Buy	+2,205	New	+$200K	0.02%	467
2024 Q4	–	Sell	-2,203	Closed	-$216K	–	491
2024 Q3	$216K	Hold	2,203	–	–	0.02%	431
2024 Q2	$205K	Buy	2,203 +1	+0%	+$91	0.02%	425
2024 Q1	$205K	Buy	+2,202	New	+$199K	0.02%	411

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith, Moore & Co's IXJ Position: Q2 2025 in Review

Smith, Moore & Co sold out of iShares Global Healthcare ETF (IXJ) in Q2 2025, closing a stake of 2,205 shares — an estimated $201K sold.

Smith, Moore & Co first reported a position in IXJ in Q1 2024 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 268 funds tracked by Wall St. Rank hold IXJ as of Q2 2025.

Smith, Moore & Co reported no remaining iShares Global Healthcare ETF position as of Q2 2025 after selling out during the quarter.
Smith, Moore & Co sold 2,205 iShares Global Healthcare ETF shares in Q2 2025, an estimated $201K.
Smith, Moore & Co first reported a position in iShares Global Healthcare ETF in Q1 2024 and held it in 4 quarters.
Smith, Moore & Co's iShares Global Healthcare ETF position peaked at $216K in Q3 2024.
268 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2025.

Based on Smith, Moore & Co's 13F filing for Q2 2025, filed 13 Aug 2025.