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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
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

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

Balboa Wealth Partners's IXN Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 3,897 shares worth $563K. The stake represents 0.08% of the portfolio and ranks #219 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in IXN as recently as Q4 2024.

Balboa Wealth Partners first reported a position in IXN in Q3 2024 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Balboa Wealth Partners held 3,897 shares of iShares Global Tech ETF worth $563K as of Q2 2026.
  • iShares Global Tech ETF was a new Balboa Wealth Partners position in Q2 2026.
  • iShares Global Tech ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #219 holding.
  • Balboa Wealth Partners first reported a position in iShares Global Tech ETF in Q3 2024 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.