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Arkadios Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Arkadios Wealth Advisors’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 		$817K Buy
5,653
+114
+2% +$14.7K 0.01% 887
2026
Q1 		$554K Buy
5,539
+160
+3% +$16.9K 0.01% 1064
2025
Q4 		$565K Sell
5,379
-169
-3% -$17.8K 0.01% 945
2025
Q3 		$573K Sell
5,548
-1
-0% -$97 0.01% 873
2025
Q2 		$512K Buy
+5,549
New +$450K 0.02% 834
2021
Q4 		– Sell
-1,206
Closed -$68K – 1190
2021
Q3 		$68K Buy
1,206
+210
+21% +$12.3K 0.01% 788
2021
Q2 		$56K Buy
996
+738
+286% +$39.7K 0.01% 889
2021
Q1 		$13K Buy
258
+36
+16% +$1.84K ﹤0.01% 1104
2020
Q4 		$11K Hold
222
– – ﹤0.01% 931
2020
Q3 		$10.1K Buy
222
+84
+61% +$3.57K 0.01% 748
2020
Q2 		$5.58K Hold
138
– – ﹤0.01% 771
2020
Q1 		$4.19K Buy
138
+18
+15% +$622 ﹤0.01% 820
2019
Q4 		$4.6K Buy
+120
New +$3.94K ﹤0.01% 713

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Arkadios Wealth Advisors's IXN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 2.1% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,653 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #887.

Arkadios Wealth Advisors first reported a position in IXN in Q4 2019 and has held it in 13 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Arkadios Wealth Advisors held 5,653 shares of iShares Global Tech ETF worth $817K as of Q2 2026.
  • Arkadios Wealth Advisors bought 114 iShares Global Tech ETF shares in Q2 2026, an estimated $14.7K.
  • iShares Global Tech ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #887 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 13 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.