Rothwell Investment Advisors, LLC’s iShares Global Tech ETF IXN Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$27K	Buy	+182	New	+$25.4K	0.01%	560

Other funds holding IXN

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IXN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Global Tech ETF (IXN) in Q3 2026: 182 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

331 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

Rothwell Investment Advisors, LLC held 182 shares of iShares Global Tech ETF worth $27K as of Q3 2026.
iShares Global Tech ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Global Tech ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #560 holding.
331 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.