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B. Riley Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

B. Riley 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 		$1.08M Buy
7,709
+272
+4% +$35.1K 0.06% 296
2026
Q1 		$712K Sell
7,437
-1,175
-14% -$124K 0.05% 363
2025
Q4 		$904K Buy
8,612
+1,334
+18% +$141K 0.04% 368
2025
Q3 		$751K Buy
7,278
+438
+6% +$42.3K 0.03% 411
2025
Q2 		$632K Buy
+6,840
New +$554K 0.03% 455
2024
Q4 		$1.53M Sell
18,096
-2,804
-13% -$236K 0.05% 331
2024
Q3 		$1.72M Sell
20,900
-3,648
-15% -$295K 0.05% 349
2024
Q2 		$2.03M Sell
24,548
-1,368
-5% -$104K 0.05% 334
2024
Q1 		$1.5M Buy
25,916
+1,739
+7% +$125K 0.04% 420
2023
Q4 		$1.65M Sell
24,177
-1,739
-7% -$109K 0.04% 402
2023
Q3 		$1.5M Sell
25,916
-524
-2% -$31.9K 0.04% 420
2023
Q2 		$1.64M Sell
26,440
-3,628
-12% -$206K 0.04% 423
2023
Q1 		$1.63M Sell
30,068
-2,782
-8% -$139K 0.04% 402
2022
Q4 		$1.47M Sell
32,850
-2,209
-6% -$101K 0.04% 423
2022
Q3 		$1.48M Sell
35,059
-5,280
-13% -$257K 0.04% 382
2022
Q2 		$1.84M Sell
40,339
-53,341
-57% -$2.69M 0.08% 265
2022
Q1 		$5.43M Sell
93,680
-10,834
-10% -$625K 0.18% 122
2021
Q4 		$6.73M Sell
104,514
-18,237
-15% -$1.12M 0.19% 108
2021
Q3 		$6.96M Buy
122,751
+51,369
+72% +$3.01M 0.22% 99
2021
Q2 		$4.02M Sell
71,382
-38,196
-35% -$2.06M 0.13% 182
2021
Q1 		$5.62M Buy
109,578
+29,016
+36% +$1.49M 0.2% 116
2020
Q4 		$4.03M Sell
80,562
-7,782
-9% -$360K 0.22% 109
2020
Q3 		$3.86M Buy
88,344
+7,146
+9% +$304K 0.21% 113
2020
Q2 		$3.19M Buy
81,198
+10,170
+14% +$360K 0.21% 115
2020
Q1 		$2.16M Sell
71,028
-6,348
-8% -$219K 0.18% 130
2019
Q4 		$2.71M Buy
77,376
+31,158
+67% +$1.02M 0.23% 98
2019
Q3 		$1.43M Buy
46,218
+23,238
+101% +$706K 0.14% 163
2019
Q2 		$688K Sell
22,980
-588
-2% -$17.2K 0.08% 276
2019
Q1 		$672K Buy
23,568
+9,006
+62% +$239K 0.08% 258
2018
Q4 		$350K Buy
14,562
+7,494
+106% +$196K 0.05% 396
2018
Q3 		$207K Buy
+7,068
New +$202K 0.02% 638
2017
Q3 		– Sell
-13,884
Closed -$303K – 569
2017
Q2 		$303K Sell
13,884
-2,394
-15% -$51.9K 0.06% 363
2017
Q1 		$337K Sell
16,278
-6,000
-27% -$119K 0.07% 308
2016
Q4 		$408K Sell
22,278
-2,988
-12% -$54.7K 0.08% 269
2016
Q3 		$467K Hold
25,266
– – 0.09% 282
2016
Q2 		$410K Buy
25,266
+3,012
+14% +$49K 0.08% 302
2016
Q1 		$370K Sell
22,254
-3,000
-12% -$46.3K 0.09% 295
2015
Q4 		$411K Buy
25,254
+12
+0% +$197 0.08% 284
2015
Q3 		$379K Sell
25,242
-600
-2% -$9.38K 0.09% 283
2015
Q2 		$413K Buy
25,842
+12
+0% +$198 0.1% 251
2015
Q1 		$417K Sell
25,830
-15,030
-37% -$241K 0.1% 264
2014
Q4 		$2.79K Buy
40,860
+14,442
+55% +$223K 0.06% 430
2014
Q3 		$403K Sell
26,418
-28,806
-52% -$439K 0.1% 260
2014
Q2 		$410K Buy
55,224
+28,812
+109% +$412K 0.1% 233
2014
Q1 		$372K Buy
26,412
+14,400
+120% +$199K 0.11% 209
2013
Q4 		$167K Buy
+12,012
New +$158K 0.05% 402

Other funds holding IXN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

B. Riley Wealth Advisors's IXN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 3.7% in Q2 2026, buying an estimated $35.1K and bringing the position to 7,709 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #296.

B. Riley Wealth Advisors first reported a position in IXN in Q4 2013 and has held it in 46 quarters since. The position peaked at $6.96M in Q3 2021. 179 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • B. Riley Wealth Advisors held 7,709 shares of iShares Global Tech ETF worth $1.08M as of Q2 2026.
  • B. Riley Wealth Advisors bought 272 iShares Global Tech ETF shares in Q2 2026, an estimated $35.1K.
  • iShares Global Tech ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2013 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's iShares Global Tech ETF position peaked at $6.96M in Q3 2021.
  • 179 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.