AAS
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Ameritas Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-155
Closed -$16K – 1554
2025
Q3 		$16K Sell
155
-1,803
-92% -$174K ﹤0.01% 1511
2025
Q2 		$181K Sell
1,958
-2,700
-58% -$219K 0.01% 778
2025
Q1 		$358K Buy
4,658
+203
+5% +$16.8K 0.01% 653
2024
Q4 		$378K Buy
4,455
+572
+15% +$48K 0.01% 661
2024
Q3 		$320K Sell
3,883
-278
-7% -$22.5K 0.01% 662
2024
Q2 		$345K Buy
4,161
+210
+5% +$16K 0.01% 692
2024
Q1 		$293K Buy
+3,951
New +$284K 0.01% 717
2023
Q4 		– Sell
-3,661
Closed -$212K – 774
2023
Q3 		$212K Buy
+3,661
New +$223K 0.01% 734
2023
Q2 		– Sell
-4,946
Closed -$264K – 1574
2023
Q1 		$264K Sell
4,946
-912
-16% -$45.4K 0.01% 676
2022
Q4 		$263K Buy
5,858
+910
+18% +$41.5K 0.01% 743
2022
Q3 		$209K Sell
4,948
-121
-2% -$5.88K 0.01% 701
2022
Q2 		$232K Buy
5,069
+738
+17% +$37.3K 0.01% 705
2022
Q1 		$251K Buy
4,331
+171
+4% +$9.87K 0.01% 725
2021
Q4 		$268K Buy
+4,160
New +$256K 0.01% 681

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameritas Advisory Services's IXN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 155 shares — an estimated $16K sold.

Ameritas Advisory Services first reported a position in IXN in Q4 2021 and held it in 14 quarters. The position peaked at $378K in Q4 2024. 494 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 155 iShares Global Tech ETF shares in Q4 2025, an estimated $16K.
  • Ameritas Advisory Services first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 14 quarters.
  • Ameritas Advisory Services's iShares Global Tech ETF position peaked at $378K in Q4 2024.
  • 494 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.