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Aspiriant LLC’s iShares Global Tech ETF IXN Stock Holding History

Aspiriant LLC’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 		$275K Buy
+1,902
New +$245K 0.01% 334
2025
Q3 		– Sell
-3,804
Closed -$351K – 306
2025
Q2 		$351K Buy
+3,804
New +$308K 0.01% 235

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

Aspiriant LLC's IXN Position: Q2 2026 in Review

Aspiriant LLC opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,902 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in IXN as recently as Q2 2025.

Aspiriant LLC first reported a position in IXN in Q2 2025 and has held it in 2 quarters since. The position peaked at $351K in Q2 2025. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Aspiriant LLC held 1,902 shares of iShares Global Tech ETF worth $275K as of Q2 2026.
  • iShares Global Tech ETF was a new Aspiriant LLC position in Q2 2026.
  • iShares Global Tech ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #334 holding.
  • Aspiriant LLC first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 2 quarters since.
  • Aspiriant LLC's iShares Global Tech ETF position peaked at $351K in Q2 2025.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.