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Allworth Financial’s iShares Global Tech ETF IXN Stock Holding History

Allworth Financial’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 		$190K Buy
1,315
+142
+12% +$18.3K ﹤0.01% 1523
2026
Q1 		$117K Buy
1,173
+472
+67% +$49.9K ﹤0.01% 1741
2025
Q4 		$73.6K Sell
701
-113
-14% -$11.9K ﹤0.01% 1941
2025
Q3 		$84K Buy
814
+619
+317% +$59.8K ﹤0.01% 1775
2025
Q2 		$18K Hold
195
– – ﹤0.01% 2588
2025
Q1 		$14.7K Hold
195
– – ﹤0.01% 2248
2024
Q4 		$17.1K Hold
195
– – ﹤0.01% 2192
2024
Q3 		$16.1K Hold
195
– – ﹤0.01% 2040
2024
Q2 		$15.8K Sell
195
-110
-36% -$8.38K ﹤0.01% 2020
2024
Q1 		$22.8K Buy
305
+110
+56% +$7.9K ﹤0.01% 1700
2023
Q4 		$13.3K Hold
195
– – ﹤0.01% 1863
2023
Q3 		$11.3K Hold
195
– – ﹤0.01% 1796
2023
Q2 		$12.1K Hold
195
– – ﹤0.01% 1801
2023
Q1 		$10.6K Buy
195
+86
+79% +$4.29K ﹤0.01% 1772
2022
Q4 		$4.89K Hold
109
– – ﹤0.01% 1903
2022
Q3 		$5K Sell
109
-23
-17% -$1.12K ﹤0.01% 1883
2022
Q2 		$6K Buy
132
+97
+277% +$4.9K ﹤0.01% 1710
2022
Q1 		$2K Sell
35
-85
-71% -$4.91K ﹤0.01% 1797
2021
Q4 		$8K Hold
120
– – ﹤0.01% 1467
2021
Q3 		$7K Hold
120
– – ﹤0.01% 1435
2021
Q2 		$7K Hold
120
– – ﹤0.01% 1129
2021
Q1 		$6K Hold
120
– – ﹤0.01% 1095
2020
Q4 		$6K Buy
+120
New +$5.55K ﹤0.01% 947
2020
Q2 		– Sell
-120
Closed -$4K – 1280
2020
Q1 		$4K Hold
120
– – ﹤0.01% 924
2019
Q4 		$4K Hold
120
– – ﹤0.01% 804
2019
Q3 		$4K Sell
120
-300
-71% -$9.12K ﹤0.01% 717
2019
Q2 		$13K Hold
420
– – ﹤0.01% 530
2019
Q1 		$12K Buy
+420
New +$11.1K ﹤0.01% 541

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

Allworth Financial's IXN Position: Q2 2026 in Review

Allworth Financial increased its iShares Global Tech ETF (IXN) stake by 12% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,315 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Allworth Financial first reported a position in IXN in Q1 2019 and has held it in 28 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Allworth Financial held 1,315 shares of iShares Global Tech ETF worth $190K as of Q2 2026.
  • Allworth Financial bought 142 iShares Global Tech ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Global Tech ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1523 holding.
  • Allworth Financial first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 28 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.