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Beacon Pointe Advisors’s iShares Global Tech ETF IXN Stock Holding History

Beacon Pointe Advisors’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
Q1 		$1.24M Sell
12,443
-414
-3% -$43.7K 0.01% 915
2025
Q4 		$1.35M Buy
12,857
+2,225
+21% +$235K 0.01% 734
2025
Q3 		$1.1M Buy
+10,632
New +$1.03M 0.01% 728

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Beacon Pointe Advisors's IXN Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares Global Tech ETF (IXN) stake by 3.2% in Q1 2026, selling an estimated $43.7K and leaving 12,443 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #915.

Beacon Pointe Advisors first reported a position in IXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Beacon Pointe Advisors held 12,443 shares of iShares Global Tech ETF worth $1.24M as of Q1 2026.
  • Beacon Pointe Advisors sold 414 iShares Global Tech ETF shares in Q1 2026, an estimated $43.7K.
  • iShares Global Tech ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #915 holding.
  • Beacon Pointe Advisors first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's iShares Global Tech ETF position peaked at $1.35M in Q4 2025.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.