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

Annex 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
2026
Q2 		$203K Buy
+1,404
New +$181K ﹤0.01% 352

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Annex Advisory Services's IXN Position: Q2 2026 in Review

Annex Advisory Services opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,404 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings.

81 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Annex Advisory Services held 1,404 shares of iShares Global Tech ETF worth $203K as of Q2 2026.
  • iShares Global Tech ETF was a new Annex Advisory Services position in Q2 2026.
  • iShares Global Tech ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #352 holding.
  • 81 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.