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

Accurate 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	$1.94M	Buy	13,753 +2,784	+25%	+$359K	0.18%	127
2026 Q1	$1.18M	Buy	10,969 +2,388	+28%	+$252K	0.14%	156
2025 Q4	$922K	Buy	8,581 +2,543	+42%	+$269K	0.12%	188
2025 Q3	$623K	Buy	6,038 +1,370	+29%	+$132K	0.08%	252
2025 Q2	$437K	Buy	+4,668	New	+$378K	0.07%	282
2023 Q1	–	Sell	-54	Closed	-$2.5K	–	834
2022 Q4	$2.5K	Buy	+54	New	+$2.46K	﹤0.01%	1158

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

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

Accurate Wealth Management increased its iShares Global Tech ETF (IXN) stake by 25% in Q2 2026, buying an estimated $359K and bringing the position to 13,753 shares worth $1.94M. The position accounts for 0.18% of the portfolio, ranked #127.

Accurate Wealth Management first reported a position in IXN in Q4 2022 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Accurate Wealth Management held 13,753 shares of iShares Global Tech ETF worth $1.94M as of Q2 2026.
Accurate Wealth Management bought 2,784 iShares Global Tech ETF shares in Q2 2026, an estimated $359K.
iShares Global Tech ETF made up 0.18% of Accurate Wealth Management's portfolio in Q2 2026, its #127 holding.
Accurate Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.