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Barnes Wealth Management Group’s iShares Global Tech ETF IXN Stock Holding History

Barnes Wealth Management Group’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 		$416K Buy
2,881
+362
+14% +$46.7K 0.19% 114
2026
Q1 		$252K Buy
2,519
+53
+2% +$5.6K 0.13% 158
2025
Q4 		$259K Buy
2,466
+281
+13% +$29.7K 0.14% 142
2025
Q3 		$226K Hold
2,185
– – 0.12% 163
2025
Q2 		$202K Buy
+2,185
New +$177K 0.12% 162

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

Barnes Wealth Management Group's IXN Position: Q2 2026 in Review

Barnes Wealth Management Group increased its iShares Global Tech ETF (IXN) stake by 14% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,881 shares worth $416K. The position accounts for 0.19% of the portfolio, ranked #114.

Barnes Wealth Management Group first reported a position in IXN in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Barnes Wealth Management Group held 2,881 shares of iShares Global Tech ETF worth $416K as of Q2 2026.
  • Barnes Wealth Management Group bought 362 iShares Global Tech ETF shares in Q2 2026, an estimated $46.7K.
  • iShares Global Tech ETF made up 0.19% of Barnes Wealth Management Group's portfolio in Q2 2026, its #114 holding.
  • Barnes Wealth Management Group first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.