Balboa Wealth Partners
IXN icon

Balboa Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Balboa Wealth 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
Q3 		$570K Sell
3,843
-54
-1% -$7.54K 0.08% 214
2026
Q2 		$563K Buy
+3,897
New +$503K 0.08% 219
2025
Q1 		– Sell
-3,740
Closed -$317K – 351
2024
Q4 		$317K Buy
3,740
+1,249
+50% +$105K 0.07% 202
2024
Q3 		$206K Buy
+2,491
New +$201K 0.05% 264

Other funds holding IXN

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Balboa Wealth Partners's IXN Position: Q3 2026 in Review

Balboa Wealth Partners reduced its iShares Global Tech ETF (IXN) stake by 1.4% in Q3 2026, selling an estimated $7.54K and leaving 3,843 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #214.

Balboa Wealth Partners first reported a position in IXN in Q3 2024 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Balboa Wealth Partners held 3,843 shares of iShares Global Tech ETF worth $570K as of Q3 2026.
  • Balboa Wealth Partners sold 54 iShares Global Tech ETF shares in Q3 2026, an estimated $7.54K.
  • iShares Global Tech ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q3 2026, its #214 holding.
  • Balboa Wealth Partners first reported a position in iShares Global Tech ETF in Q3 2024 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.