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

Apexium 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
2025 Q3	$2.6M	Buy	25,197 +25	+0.1%	+$2.42K	0.13%	80
2025 Q2	$2.32M	Sell	25,172 -1,384	-5%	-$112K	0.12%	81
2025 Q1	$2.01M	Buy	26,556 +1,325	+5%	+$110K	0.12%	87
2024 Q4	$2.14M	Buy	25,231 +276	+1%	+$23.2K	0.13%	74
2024 Q3	$2.06M	Sell	24,955 -360	-1%	-$29.1K	0.14%	65
2024 Q2	$2.1M	Sell	25,315 -100	-0.4%	-$7.62K	0.15%	59
2024 Q1	$1.9M	Sell	25,415 -65	-0.3%	-$4.67K	0.14%	64
2023 Q4	$1.74M	Sell	25,480 -450	-2%	-$28.3K	0.12%	82
2023 Q3	$1.5M	Sell	25,930 -555	-2%	-$33.7K	0.15%	67
2023 Q2	$1.65M	Buy	26,485 +179	+0.7%	+$10.1K	0.15%	65
2023 Q1	$1.43M	Sell	26,306 -100	-0.4%	-$4.98K	0.14%	68
2022 Q4	$1.18M	Hold	26,406	–	–	0.12%	75
2022 Q3	$1.11M	Buy	+26,406	New	+$1.28M	0.14%	68

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Apexium Financial's IXN Position: Q3 2025 in Review

Apexium Financial increased its iShares Global Tech ETF (IXN) stake by 0.1% in Q3 2025, buying an estimated $2.42K and bringing the position to 25,197 shares worth $2.6M. The position accounts for 0.13% of the portfolio, ranked #80.

Apexium Financial first reported a position in IXN in Q3 2022 and has held it in 13 quarters since. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Apexium Financial held 25,197 shares of iShares Global Tech ETF worth $2.6M as of Q3 2025.
Apexium Financial bought 25 iShares Global Tech ETF shares in Q3 2025, an estimated $2.42K.
iShares Global Tech ETF made up 0.13% of Apexium Financial's portfolio in Q3 2025, its #80 holding.
Apexium Financial first reported a position in iShares Global Tech ETF in Q3 2022 and has held it in 13 quarters since.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.