Atria Wealth Solutions’s iShares Global Tech ETF IXN Stock Holding History

Atria Wealth Solutions’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 Q2	$1.3M	Sell	14,013 -12,913	-48%	-$1.05M	0.03%	548
2025 Q1	$2.04M	Sell	26,926 -44,765	-62%	-$3.71M	0.02%	625
2024 Q4	$6.08M	Sell	71,691 -3,656	-5%	-$307K	0.07%	305
2024 Q3	$6.22M	Sell	75,347 -2,288	-3%	-$185K	0.07%	295
2024 Q2	$6.43M	Sell	77,635 -9,171	-11%	-$699K	0.07%	283
2024 Q1	$6.49M	Buy	86,806 +2,928	+3%	+$210K	0.07%	276
2023 Q4	$5.72M	Buy	83,878 +9,307	+12%	+$585K	0.07%	276
2023 Q3	$4.31M	Sell	74,571 -696	-0.9%	-$42.3K	0.06%	326
2023 Q2	$4.68M	Sell	75,267 -3,976	-5%	-$225K	0.06%	303
2023 Q1	$4.31M	Sell	79,243 -9,662	-11%	-$481K	0.06%	300
2022 Q4	$3.99M	Sell	88,905 -30,506	-26%	-$1.39M	0.06%	304
2022 Q3	$5.04M	Sell	119,411 -2,970	-2%	-$144K	0.09%	229
2022 Q2	$5.59M	Sell	122,381 -84,925	-41%	-$4.29M	0.1%	216
2022 Q1	$12M	Buy	+207,306	New	+$12M	0.2%	114

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

PCH

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

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

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

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

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

Atria Wealth Solutions's IXN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Global Tech ETF (IXN) stake by 48% in Q2 2025, selling an estimated $1.05M and leaving 14,013 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #548.

Atria Wealth Solutions first reported a position in IXN in Q1 2022 and has held it in 14 quarters since. The position peaked at $12M in Q1 2022. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

Atria Wealth Solutions held 14,013 shares of iShares Global Tech ETF worth $1.3M as of Q2 2025.
Atria Wealth Solutions sold 12,913 iShares Global Tech ETF shares in Q2 2025, an estimated $1.05M.
iShares Global Tech ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #548 holding.
Atria Wealth Solutions first reported a position in iShares Global Tech ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Global Tech ETF position peaked at $12M in Q1 2022.
441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.