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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
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

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

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

Activest Wealth Management sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 2,944 shares — an estimated $294K sold.

Activest Wealth Management first reported a position in IXN in Q3 2021 and held it in 3 quarters. The position peaked at $309K in Q4 2025. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2,944 iShares Global Tech ETF shares in Q2 2026, an estimated $294K.
  • Activest Wealth Management first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 3 quarters.
  • Activest Wealth Management's iShares Global Tech ETF position peaked at $309K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.