1 North Wealth Services’s iShares Global Tech ETF IXN Stock Holding History

1 North Wealth Services’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	1,056	–	–	0.05%	64
2026 Q1	$106K	Hold	1,056	–	–	0.04%	72
2025 Q4	$111K	Hold	1,056	–	–	0.04%	71
2025 Q3	$109K	Hold	1,056	–	–	0.04%	65
2025 Q2	$97.5K	Hold	1,056	–	–	0.04%	72
2025 Q1	$80K	Buy	+1,056	New	+$87.4K	0.04%	73
2019 Q4	$37K	Hold	1,056	–	–	0.02%	107
2019 Q3	$33K	Buy	+1,056	New	+$32.1K	0.02%	84
2019 Q1	$30K	Hold	1,056	–	–	0.02%	82
2018 Q4	$25K	Buy	+1,056	New	+$27.6K	0.02%	93

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

1 North Wealth Services's IXN Position: Q2 2026 in Review

1 North Wealth Services held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 1,056 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #64.

1 North Wealth Services first reported a position in IXN in Q4 2018 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

1 North Wealth Services held 1,056 shares of iShares Global Tech ETF worth $153K as of Q2 2026.
1 North Wealth Services left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.05% of 1 North Wealth Services's portfolio in Q2 2026, its #64 holding.
1 North Wealth Services first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.