Action Point Financial Planning’s iShares Global Tech ETF IXN Stock Holding History

Action Point Financial Planning’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	$770K	Buy	+5,332	New	+$688K	0.08%	196

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

Action Point Financial Planning's IXN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 5,332 shares worth $770K. The stake represents 0.08% of the portfolio and ranks #196 among its holdings.

558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Action Point Financial Planning held 5,332 shares of iShares Global Tech ETF worth $770K as of Q2 2026.
iShares Global Tech ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Global Tech ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #196 holding.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.