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

Angeles 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	$323K	Buy	2,235 +815	+57%	+$105K	0.01%	373
2026 Q1	$142K	Hold	1,420	–	–	0.01%	431
2025 Q4	$149K	Hold	1,420	–	–	0.01%	383
2025 Q3	$147K	Hold	1,420	–	–	0.01%	349
2025 Q2	$131K	Hold	1,420	–	–	0.01%	350
2025 Q1	$108K	Hold	1,420	–	–	0.01%	305
2024 Q4	$120K	Hold	1,420	–	–	0.01%	313
2024 Q3	$117K	Hold	1,420	–	–	0.01%	277
2024 Q2	$118K	Hold	1,420	–	–	0.01%	246
2024 Q1	$106K	Hold	1,420	–	–	0.01%	238
2023 Q4	$96.8K	Hold	1,420	–	–	0.01%	212
2023 Q3	$82.1K	Hold	1,420	–	–	0.01%	189
2023 Q2	$88.3K	Hold	1,420	–	–	0.01%	195
2023 Q1	$77.2K	Hold	1,420	–	–	0.01%	187
2022 Q4	$63.7K	Hold	1,420	–	–	0.01%	189
2022 Q3	$60K	Hold	1,420	–	–	0.01%	188
2022 Q2	$65K	Hold	1,420	–	–	0.01%	182
2022 Q1	$82K	Buy	+1,420	New	+$82K	0.02%	180

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Global Tech ETF (IXN) stake by 57% in Q2 2026, buying an estimated $105K and bringing the position to 2,235 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #373.

Angeles Wealth Management first reported a position in IXN in Q1 2022 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Angeles Wealth Management held 2,235 shares of iShares Global Tech ETF worth $323K as of Q2 2026.
Angeles Wealth Management bought 815 iShares Global Tech ETF shares in Q2 2026, an estimated $105K.
iShares Global Tech ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #373 holding.
Angeles Wealth Management first reported a position in iShares Global Tech ETF in Q1 2022 and has held it in 18 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.