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Bawa N Mallick Trust’s iShares Global Tech ETF IXN Stock Holding History

Bawa N Mallick Trust’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 		$1.16M Hold
8,000
– – 0.37% 44
2026
Q1 		$800K Hold
8,000
– – 0.33% 48
2025
Q4 		$840K Hold
8,000
– – 0.31% 48
2025
Q3 		$826K Hold
8,000
– – 0.31% 46
2025
Q2 		$739K Hold
8,000
– – 0.31% 47
2025
Q1 		$606K Hold
8,000
– – 0.29% 47
2024
Q4 		$678K Buy
+8,000
New +$672K 0.3% 47

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

Bawa N Mallick Trust's IXN Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 8,000 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #44.

Bawa N Mallick Trust first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Bawa N Mallick Trust held 8,000 shares of iShares Global Tech ETF worth $1.16M as of Q2 2026.
  • Bawa N Mallick Trust left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.37% of Bawa N Mallick Trust's portfolio in Q2 2026, its #44 holding.
  • Bawa N Mallick Trust first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.