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

Able 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	$801K	Sell	5,546 -2,401	-30%	-$310K	0.18%	64
2026 Q1	$794K	Sell	7,947 -2,483	-24%	-$262K	0.21%	69
2025 Q4	$1.1M	Sell	10,430 -856	-8%	-$90.4K	0.35%	47
2025 Q3	$1.16M	Sell	11,286 -686	-6%	-$66.3K	0.44%	44
2025 Q2	$1.11M	Sell	11,972 -2,293	-16%	-$186K	0.56%	41
2025 Q1	$1.08M	Sell	14,265 -1,263	-8%	-$105K	0.64%	41
2024 Q4	$1.32M	Sell	15,528 -1,629	-9%	-$137K	0.87%	29
2024 Q3	$1.42M	Sell	17,157 -1,729	-9%	-$140K	1.07%	19
2024 Q2	$1.56M	Buy	18,886 +1,378	+8%	+$105K	1.29%	17
2024 Q1	$1.31M	Buy	17,508 +599	+4%	+$43K	1.14%	19
2023 Q4	$1.15M	Buy	+16,909	New	+$1.06M	1.05%	21

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

Able Wealth Management's IXN Position: Q2 2026 in Review

Able Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 30% in Q2 2026, selling an estimated $310K and leaving 5,546 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #64.

Able Wealth Management first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q2 2024. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Able Wealth Management held 5,546 shares of iShares Global Tech ETF worth $801K as of Q2 2026.
Able Wealth Management sold 2,401 iShares Global Tech ETF shares in Q2 2026, an estimated $310K.
iShares Global Tech ETF made up 0.18% of Able Wealth Management's portfolio in Q2 2026, its #64 holding.
Able Wealth Management first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's iShares Global Tech ETF position peaked at $1.56M in Q2 2024.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.