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White Lighthouse Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

White Lighthouse Investment 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 		$1.59M Sell
16,125
-150
-0.9% -$14.1K 0.2% 63
2026
Q1 		$1.52M Hold
16,275
– – 0.21% 64
2025
Q4 		$1.59M Sell
16,275
-1,896
-10% -$179K 0.22% 60
2025
Q3 		$1.61M Sell
18,171
-1,255
-6% -$108K 0.25% 55
2025
Q2 		$1.67M Buy
19,426
+150
+0.8% +$12.9K 0.27% 54
2025
Q1 		$1.76M Sell
19,276
-607
-3% -$55.1K 0.31% 47
2024
Q4 		$1.71M Sell
19,883
-372
-2% -$34.4K 0.3% 50
2024
Q3 		$1.99M Sell
20,255
-520
-3% -$50.4K 0.36% 44
2024
Q2 		$1.93M Buy
20,775
+100
+0.5% +$9.13K 0.37% 43
2024
Q1 		$1.93M Sell
20,675
-122
-0.6% -$11K 0.39% 42
2023
Q4 		$1.8M Hold
20,797
– – 0.39% 43
2023
Q3 		$1.71M Hold
20,797
– – 0.42% 42
2023
Q2 		$1.77M Sell
20,797
-130
-0.6% -$11.1K 0.42% 43
2023
Q1 		$1.74M Hold
20,927
– – 0.44% 40
2022
Q4 		$1.78M Sell
20,927
-225
-1% -$18.6K 0.48% 39
2022
Q3 		$1.59M Sell
21,152
-8
-0% -$647 0.46% 41
2022
Q2 		$1.72M Buy
21,160
+122
+0.6% +$10.2K 0.49% 38
2022
Q1 		$1.84M Sell
21,038
-380
-2% -$32.1K 0.47% 41
2021
Q4 		$1.94M Hold
21,418
– – 0.48% 42
2021
Q3 		$1.79M Hold
21,418
– – 0.48% 43
2021
Q2 		$1.78M Sell
21,418
-290
-1% -$23.4K 0.49% 42
2021
Q1 		$1.67M Sell
21,708
-535
-2% -$41.2K 0.51% 41
2020
Q4 		$1.7M Hold
22,243
– – 0.54% 43
2020
Q3 		$1.6M Sell
22,243
-371
-2% -$26.6K 0.55% 41
2020
Q2 		$1.55M Sell
22,614
-800
-3% -$54K 0.57% 40
2020
Q1 		$1.43M Sell
23,414
-368
-2% -$24.3K 0.6% 39
2019
Q4 		$1.64M Sell
23,782
-125
-0.5% -$8.11K 0.6% 41
2019
Q3 		$1.46M Buy
23,907
+775
+3% +$47.4K 0.59% 40
2019
Q2 		$1.43M Sell
23,132
-190
-0.8% -$11.4K 0.6% 41
2019
Q1 		$1.43M Sell
23,322
-90
-0.4% -$5.36K 0.65% 38
2018
Q4 		$1.33M Sell
23,412
-120
-0.5% -$7.18K 0.73% 38
2018
Q3 		$1.48M Sell
23,532
-210
-0.9% -$12.7K 0.76% 32
2018
Q2 		$1.34M Sell
23,742
-1,200
-5% -$67.7K 0.74% 31
2018
Q1 		$1.39M Sell
24,942
-1,000
-4% -$57.5K 0.8% 29
2017
Q4 		$1.46M Buy
+25,942
New +$1.46M 0.84% 29

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

White Lighthouse Investment Management's IXJ Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Global Healthcare ETF (IXJ) stake by 0.92% in Q2 2026, selling an estimated $14.1K and leaving 16,125 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #63.

White Lighthouse Investment Management first reported a position in IXJ in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.99M in Q3 2024. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • White Lighthouse Investment Management held 16,125 shares of iShares Global Healthcare ETF worth $1.59M as of Q2 2026.
  • White Lighthouse Investment Management sold 150 iShares Global Healthcare ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Global Healthcare ETF made up 0.2% of White Lighthouse Investment Management's portfolio in Q2 2026, its #63 holding.
  • White Lighthouse Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and has held it in 35 quarters since.
  • White Lighthouse Investment Management's iShares Global Healthcare ETF position peaked at $1.99M in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.