Activest Wealth Management
IXN icon

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

Activest 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
Q3 		$154K Buy
+1,037
New +$145K 0.03% 142
2026
Q2 		– Sell
-2,944
Closed -$294K – 1433
2026
Q1 		$294K Hold
2,944
– – 0.05% 117
2025
Q4 		$309K Buy
+2,944
New +$311K 0.06% 118
2021
Q4 		– Sell
-1,830
Closed -$104K – 361
2021
Q3 		$104K Buy
+1,830
New +$107K 0.07% 78

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Activest Wealth Management's IXN Position: Q3 2026 in Review

Activest Wealth Management opened a new position in iShares Global Tech ETF (IXN) in Q3 2026: 1,037 shares worth $154K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in IXN as recently as Q1 2026.

Activest Wealth Management first reported a position in IXN in Q3 2021 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 395 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Activest Wealth Management held 1,037 shares of iShares Global Tech ETF worth $154K as of Q3 2026.
  • iShares Global Tech ETF was a new Activest Wealth Management position in Q3 2026.
  • iShares Global Tech ETF made up 0.03% of Activest Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Activest Wealth Management first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 4 quarters since.
  • Activest Wealth Management's iShares Global Tech ETF position peaked at $309K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.