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

Abound 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 		$31.6K Hold
219
– – 0.01% 297
2026
Q1 		$21.9K Hold
219
– – 0.01% 381
2025
Q4 		$23K Hold
219
– – 0.01% 334
2025
Q3 		$22.6K Hold
219
– – 0.01% 333
2025
Q2 		$20.2K Hold
219
– – 0.01% 328
2025
Q1 		$16.6K Buy
+219
New +$18.1K 0.01% 326
2024
Q2 		– Sell
-32
Closed -$2.44K – 1169
2024
Q1 		$2.39K Buy
+32
New +$2.3K ﹤0.01% 658
2022
Q1 		– Sell
-241
Closed -$15.5K – 118
2021
Q4 		$15.5K Buy
+241
New +$14.8K 0.01% 84

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

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

Abound Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 219 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #297.

Abound Wealth Management first reported a position in IXN in Q4 2021 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Abound Wealth Management held 219 shares of iShares Global Tech ETF worth $31.6K as of Q2 2026.
  • Abound Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Abound Wealth Management first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.