iShares Trust - iShares Global Healthcare ETF
MX ˙ BMV ˙ US4642873255
SecurityMX:IXJ / iShares Trust - iShares Global Healthcare ETF
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership3,047 shares
Latest Disclosed Value $ 284,971
Western Wealth Management, LLC ownership in IXJ / iShares Trust - iShares Global Healthcare ETF

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,047 shares of iShares Trust - iShares Global Healthcare ETF (MX:IXJ) valued at $284,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,047 shares of iShares Trust - iShares Global Healthcare ETF. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,047 0 0.00 285 -4.05 0.0066
2026-02-05 2025-12-31 13F ISHARES GLOBAL MF Closed and MF Open 464287325 3,047 89 3.01 297 12.98 0.0137
2025-11-06 2025-09-30 13F ISHARES GLOBAL MF Closed and MF Open 464287325 2,958 6 0.20 262 3.15 0.0138
2025-08-11 2025-06-30 13F ISHARES GLOBAL MF Closed and MF Open 464287325 2,952 -117 -3.81 254 -8.96 0.0151
2025-04-23 2025-03-31 13F ISHARES GLOBAL MF Closed and MF Open 464287325 3,069 0 0.00 280 6.08 0.0185
2025-04-16 2024-12-31 13F/A-1 ISHARES GLOBAL MF Closed and MF Open 464287325 3,069 114 3.86 264 -9.31 0.0172
2024-11-12 2024-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 2,955 0 0.00 290 5.84 0.0165
2024-07-19 2024-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 2,955 -995 -25.19 274 -25.34 0.0203
2024-05-03 2024-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,950 0 0.00 368 7.31 0.0286
2024-01-31 2023-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,950 4 0.10 343 5.23 0.0247
2023-11-08 2023-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,946 0 0.00 325 -2.99 0.0275
2023-08-30 2023-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,946 -115 -2.83 335 -0.89 0.0286
2023-08-30 2023-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 4,061 121 3.07 339 1.20 0.0315
2023-02-03 2022-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,940 -3,936 -49.97 334 -43.68 0.0342
2022-11-07 2022-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 7,876 0 0.00 593 -7.20 0.0340
2022-07-18 2022-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 7,876 8 0.10 639 -7.39 0.0367
2022-05-10 2022-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 7,868 3,934 100.00 690 94.37 0.0335
2022-02-14 2021-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,934 2 0.05 355 8.56 0.0350
2021-08-09 2021-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,932 4 0.10 327 7.92 0.0336
2021-05-14 2021-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,928 0 0.00 303 1.00 0.0407
2021-02-10 2020-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,928 3 0.08 300 6.38 0.0440
2020-10-27 2020-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 3,925 -428 -9.83 282 -5.69 0.0461
2020-07-20 2020-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 4,353 -1,136 -20.70 299 -9.94 0.0542
2020-04-27 2020-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 5,489 -413 -7.00 332 -18.23 0.0761
2020-02-10 2019-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 5,902 -125 -2.07 406 11.85 0.0615
2019-11-08 2019-09-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 6,027 -187 -3.01 363 -5.22 0.0755
2019-08-06 2019-06-30 13F ISHARES TR GLOB HLTHCRE ETF 464287325 6,214 67 1.09 383 3.51 0.0503
2019-05-10 2019-03-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 6,147 0 0.00 370 5.41 0.0824
2019-02-15 2018-12-31 13F ISHARES TR GLOB HLTHCRE ETF 464287325 6,147 6,147 351 0.0944
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.