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

AE 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 		$1.24M Buy
8,592
+256
+3% +$33K 0.01% 829
2026
Q1 		$833K Sell
8,336
-317
-4% -$33.5K ﹤0.01% 896
2025
Q4 		$909K Sell
8,653
-426
-5% -$45K 0.01% 834
2025
Q3 		$937K Sell
9,079
-24,150
-73% -$2.33M 0.01% 768
2025
Q2 		$3.07M Buy
33,229
+1,296
+4% +$105K 0.02% 443
2025
Q1 		$2.42M Sell
31,933
-284
-0.9% -$23.5K 0.02% 484
2024
Q4 		$2.73M Buy
32,217
+2,079
+7% +$175K 0.02% 463
2024
Q3 		$2.49M Sell
30,138
-204
-0.7% -$16.5K 0.02% 472
2024
Q2 		$2.51M Sell
30,342
-2,453
-7% -$187K 0.03% 469
2024
Q1 		$2.45M Sell
32,795
-26,536
-45% -$1.91M 0.03% 452
2023
Q4 		$4.23M Buy
59,331
+22,404
+61% +$1.41M 0.02% 650
2023
Q3 		$2.14M Buy
36,927
+1,614
+5% +$98.1K 0.01% 829
2023
Q2 		$2.2M Sell
35,313
-1,015
-3% -$57.5K 0.01% 817
2023
Q1 		$1.97M Sell
36,328
-679
-2% -$33.8K 0.01% 809
2022
Q4 		$1.66M Sell
37,007
-21,436
-37% -$978K 0.01% 812
2022
Q3 		$2.46M Sell
58,443
-5,867
-9% -$285K 0.02% 631
2022
Q2 		$2.94M Sell
64,310
-52,182
-45% -$2.64M 0.02% 543
2022
Q1 		$6.76M Sell
116,492
-3,050
-3% -$176K 0.05% 370
2021
Q4 		$7.7M Sell
119,542
-13,300
-10% -$817K 0.05% 323
2021
Q3 		$7.53M Buy
132,842
+80,312
+153% +$4.7M 0.06% 287
2021
Q2 		$2.96M Sell
52,530
-34,722
-40% -$1.87M 0.03% 518
2021
Q1 		$4.47M Buy
87,252
+5,214
+6% +$267K 0.05% 342
2020
Q4 		$4.1M Buy
82,038
+30,204
+58% +$1.4M 0.05% 303
2020
Q3 		$2.28M Sell
51,834
-21,804
-30% -$927K 0.03% 391
2020
Q2 		$2.89M Buy
73,638
+24,468
+50% +$866K 0.04% 317
2020
Q1 		$1.49M Sell
49,170
-66,924
-58% -$2.31M 0.03% 379
2019
Q4 		$4.07M Buy
116,094
+16,788
+17% +$551K 0.09% 213
2019
Q3 		$3.06M Buy
99,306
+15,642
+19% +$475K 0.09% 204
2019
Q2 		$2.5M Buy
+83,664
New +$2.44M 0.08% 199

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

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

AE Wealth Management increased its iShares Global Tech ETF (IXN) stake by 3.1% in Q2 2026, buying an estimated $33K and bringing the position to 8,592 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #829.

AE Wealth Management first reported a position in IXN in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.7M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • AE Wealth Management held 8,592 shares of iShares Global Tech ETF worth $1.24M as of Q2 2026.
  • AE Wealth Management bought 256 iShares Global Tech ETF shares in Q2 2026, an estimated $33K.
  • iShares Global Tech ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #829 holding.
  • AE Wealth Management first reported a position in iShares Global Tech ETF in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's iShares Global Tech ETF position peaked at $7.7M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.