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

BCGM Wealth Management’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 		$349K Hold
2,418
– – 0.07% 144
2026
Q1 		$242K Sell
2,418
-434
-15% -$45.8K 0.06% 168
2025
Q4 		$299K Sell
2,852
-46
-2% -$4.86K 0.08% 145
2025
Q3 		$299K Sell
2,898
-34
-1% -$3.29K 0.08% 145
2025
Q2 		$271K Sell
2,932
-18
-0.6% -$1.46K 0.08% 142
2025
Q1 		$223K Hold
2,950
– – 0.07% 148
2024
Q4 		$250K Sell
2,950
-36
-1% -$3.02K 0.08% 136
2024
Q3 		$246K Sell
2,986
-287
-9% -$23.2K 0.08% 139
2024
Q2 		$271K Sell
3,273
-87
-3% -$6.63K 0.09% 130
2024
Q1 		$251K Sell
3,360
-52
-2% -$3.73K 0.09% 129
2023
Q4 		$233K Buy
+3,412
New +$215K 0.09% 124
2023
Q3 		– Sell
-3,411
Closed -$212K – 123
2023
Q2 		$212K Buy
+3,411
New +$193K 0.09% 115
2022
Q3 		– Sell
-3,971
Closed -$204K – 111
2022
Q2 		$204K Sell
3,971
-884
-18% -$44.7K 0.1% 102
2022
Q1 		$249K Sell
4,855
-78
-2% -$4.5K 0.14% 95
2021
Q4 		$318K Hold
4,933
– – 0.17% 84
2021
Q3 		$298K Sell
4,933
-26,183
-84% -$1.53M 0.17% 84
2021
Q2 		$302K Buy
31,116
+25,956
+503% +$1.4M 0.18% 79
2021
Q1 		$279K Buy
5,160
+90
+2% +$4.61K 0.19% 81
2020
Q4 		$273K Buy
+5,070
New +$234K 0.19% 81

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

BCGM Wealth Management's IXN Position: Q2 2026 in Review

BCGM Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,418 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #144.

BCGM Wealth Management first reported a position in IXN in Q4 2020 and has held it in 19 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • BCGM Wealth Management held 2,418 shares of iShares Global Tech ETF worth $349K as of Q2 2026.
  • BCGM Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.07% of BCGM Wealth Management's portfolio in Q2 2026, its #144 holding.
  • BCGM Wealth Management first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 19 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.