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Avantax Planning Partners’s iShares Global Tech ETF IXN Stock Holding History

Avantax Planning Partners’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 		$638K Hold
4,414
– – 0.02% 252
2026
Q1 		$441K Hold
4,414
– – 0.01% 294
2025
Q4 		$463K Hold
4,414
– – 0.01% 285
2025
Q3 		$456K Hold
4,414
– – 0.01% 285
2025
Q2 		$408K Hold
4,414
– – 0.01% 297
2025
Q1 		$334K Hold
4,414
– – 0.01% 320
2024
Q4 		$374K Hold
4,414
– – 0.01% 296
2024
Q3 		$364K Hold
4,414
– – 0.01% 304
2024
Q2 		$366K Hold
4,414
– – 0.01% 330
2024
Q1 		$330K Hold
4,414
– – 0.01% 348
2023
Q4 		$301K Hold
4,414
– – 0.01% 296
2023
Q3 		$255K Hold
4,414
– – 0.01% 307
2023
Q2 		$275K Hold
4,414
– – 0.01% 308
2023
Q1 		$240K Buy
+4,414
New +$220K 0.01% 329
2022
Q3 		– Sell
-4,414
Closed -$202K – 357
2022
Q2 		$202K Hold
4,414
– – 0.01% 323
2022
Q1 		$256K Sell
4,414
-449
-9% -$25.9K 0.01% 307
2021
Q4 		$313K Hold
4,863
– – 0.01% 272
2021
Q3 		$276K Sell
4,863
-1,359
-22% -$79.5K 0.01% 268
2021
Q2 		$350K Buy
6,222
+198
+3% +$10.7K 0.02% 238
2021
Q1 		$309K Hold
6,024
– – 0.02% 239
2020
Q4 		$301K Sell
6,024
-240
-4% -$11.1K 0.02% 220
2020
Q3 		$275K Hold
6,264
– – 0.01% 239
2020
Q2 		$246K Buy
+6,264
New +$222K 0.01% 238
2020
Q1 		– Sell
-6,264
Closed -$220K – 295
2019
Q4 		$220K Buy
+6,264
New +$206K 0.01% 274
2018
Q4 		– Sell
-6,264
Closed -$183K – 748
2018
Q3 		$183K Buy
+6,264
New +$179K 0.01% 249
2018
Q2 		– Sell
-7,194
Closed -$190K – 849
2018
Q1 		$190K Buy
+7,194
New +$194K 0.02% 299

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

Avantax Planning Partners's IXN Position: Q2 2026 in Review

Avantax Planning Partners held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 4,414 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #252.

Avantax Planning Partners first reported a position in IXN in Q1 2018 and has held it in 26 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Avantax Planning Partners held 4,414 shares of iShares Global Tech ETF worth $638K as of Q2 2026.
  • Avantax Planning Partners left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #252 holding.
  • Avantax Planning Partners first reported a position in iShares Global Tech ETF in Q1 2018 and has held it in 26 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.