Acorn Financial Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Acorn Financial Advisory Services’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	$339K	Hold	2,349	–	–	0.05%	165
2026 Q1	$235K	Buy	2,349 +12	+0.5%	+$1.27K	0.03%	190
2025 Q4	$245K	Buy	2,337 +3	+0.1%	+$317	0.04%	183
2025 Q3	$241K	Hold	2,334	–	–	0.04%	182
2025 Q2	$216K	Buy	+2,334	New	+$189K	0.04%	185
2022 Q3	–	Sell	-4,588	Closed	-$210K	–	220
2022 Q2	$210K	Sell	4,588 -581	-11%	-$29.4K	0.05%	201
2022 Q1	$300K	Sell	5,169 -214	-4%	-$12.4K	0.06%	185
2021 Q4	$347K	Sell	5,383 -414	-7%	-$25.4K	0.07%	170
2021 Q3	$328K	Buy	5,797 +325	+6%	+$19K	0.1%	166
2021 Q2	$308K	Sell	5,472 -936	-15%	-$50.4K	0.09%	193
2021 Q1	$330K	Sell	6,408 -120	-2%	-$6.14K	0.12%	160
2020 Q4	$327K	Sell	6,528 -270	-4%	-$12.5K	0.13%	172
2020 Q3	$298K	Hold	6,798	–	–	0.16%	160
2020 Q2	$267K	Sell	6,798 -192	-3%	-$6.79K	0.19%	159
2020 Q1	$213K	Sell	6,990 -1,038	-13%	-$35.9K	0.21%	146
2019 Q4	$282K	Buy	+8,028	New	+$263K	0.24%	135

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

Acorn Financial Advisory Services's IXN Position: Q2 2026 in Review

Acorn Financial Advisory Services held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,349 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #165.

Acorn Financial Advisory Services first reported a position in IXN in Q4 2019 and has held it in 16 quarters since. The position peaked at $347K in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Acorn Financial Advisory Services held 2,349 shares of iShares Global Tech ETF worth $339K as of Q2 2026.
Acorn Financial Advisory Services left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #165 holding.
Acorn Financial Advisory Services first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 16 quarters since.
Acorn Financial Advisory Services's iShares Global Tech ETF position peaked at $347K in Q4 2021.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.