4WM
IXN icon

4J Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

4J Wealth Management’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 		$390K Sell
2,696
-348
-11% -$44.9K 0.19% 70
2026
Q1 		$304K Hold
3,044
– – 0.17% 79
2025
Q4 		$320K Sell
3,044
-53
-2% -$5.6K 0.18% 72
2025
Q3 		$320K Sell
3,097
-275
-8% -$26.6K 0.19% 70
2025
Q2 		$311K Buy
3,372
+20
+0.6% +$1.62K 0.21% 71
2025
Q1 		$254K Sell
3,352
-23,072
-87% -$1.91M 0.2% 80
2024
Q4 		$2.24M Buy
26,424
+109
+0.4% +$9.16K 1.81% 12
2024
Q3 		$2.17M Buy
26,315
+90
+0.3% +$7.27K 1.68% 13
2024
Q2 		$2.17M Buy
26,225
+425
+2% +$32.4K 1.8% 13
2024
Q1 		$1.93M Buy
25,800
+129
+0.5% +$9.27K 1.67% 15
2023
Q4 		$1.75M Sell
25,671
-245
-0.9% -$15.4K 1.6% 18
2023
Q3 		$1.5M Sell
25,916
-12,019
-32% -$731K 1.49% 18
2023
Q2 		$2.36M Sell
37,935
-152
-0.4% -$8.62K 2.29% 11
2023
Q1 		$2.07M Sell
38,087
-325
-0.8% -$16.2K 2.22% 12
2022
Q4 		$1.72M Sell
38,412
-307
-0.8% -$14K 2% 12
2022
Q3 		$1.63M Buy
38,719
+600
+2% +$29.2K 2.09% 12
2022
Q2 		$1.74M Sell
38,119
-2,649
-6% -$134K 2.19% 10
2022
Q1 		$2.37M Sell
40,768
-6,691
-14% -$386K 2.07% 10
2021
Q4 		$3.06M Sell
47,459
-4,446
-9% -$273K 2.57% 8
2021
Q3 		$2.94M Buy
51,905
+1,217
+2% +$71.2K 2.56% 8
2021
Q2 		$2.85M Buy
50,688
+2,394
+5% +$129K 2.49% 9
2021
Q1 		$2.48M Sell
48,294
-186
-0.4% -$9.52K 2.3% 9
2020
Q4 		$2.42M Buy
+48,480
New +$2.24M 2.33% 9

Other funds holding IXN

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

4J Wealth Management's IXN Position: Q2 2026 in Review

4J Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 11% in Q2 2026, selling an estimated $44.9K and leaving 2,696 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #70.

4J Wealth Management first reported a position in IXN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.06M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • 4J Wealth Management held 2,696 shares of iShares Global Tech ETF worth $390K as of Q2 2026.
  • 4J Wealth Management sold 348 iShares Global Tech ETF shares in Q2 2026, an estimated $44.9K.
  • iShares Global Tech ETF made up 0.19% of 4J Wealth Management's portfolio in Q2 2026, its #70 holding.
  • 4J Wealth Management first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares Global Tech ETF position peaked at $3.06M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.