Arcadia Wealth Management (New Hampshire)’s iShares Global Tech ETF IXN Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	–	Sell	-4,667	Closed	-$431K	–	64
2025 Q2	$431K	Buy	4,667 +62	+1%	+$5.03K	0.19%	48
2025 Q1	$349K	Hold	4,605	–	–	0.17%	53
2024 Q4	$390K	Buy	4,605 +279	+6%	+$23.4K	0.2%	50
2024 Q3	$357K	Buy	4,326 +804	+23%	+$65K	0.19%	50
2024 Q2	$292K	Sell	3,522 -460	-12%	-$35K	0.17%	55
2024 Q1	$298K	Hold	3,982	–	–	0.18%	49
2023 Q4	$272K	Buy	+3,982	New	+$250K	0.19%	48
2023 Q2	–	Sell	-4,212	Closed	-$229K	–	59
2023 Q1	$229K	Sell	4,212 -834	-17%	-$41.6K	0.19%	54
2022 Q4	$226K	Buy	+5,046	New	+$230K	0.2%	55

Other funds holding IXN

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Arcadia Wealth Management (New Hampshire)'s IXN Position: Q3 2025 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 4,667 shares — an estimated $431K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in IXN in Q4 2022 and held it in 9 quarters. The position peaked at $431K in Q2 2025. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Arcadia Wealth Management (New Hampshire) reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 4,667 iShares Global Tech ETF shares in Q3 2025, an estimated $431K.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 9 quarters.
Arcadia Wealth Management (New Hampshire)'s iShares Global Tech ETF position peaked at $431K in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q3 2025, filed 12 Nov 2025.