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Bellwether Advisors’s iShares Global Tech ETF IXN Stock Holding History

Bellwether 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
Q2 		$9.65M Buy
66,780
+2,330
+4% +$301K 1.43% 15
2026
Q1 		$6.44M Buy
64,450
+252
+0.4% +$26.6K 1.09% 21
2025
Q4 		$6.74M Sell
64,198
-301
-0.5% -$31.8K 1.08% 19
2025
Q3 		$6.66M Sell
64,499
-20
-0% -$1.93K 1.1% 15
2025
Q2 		$5.96M Sell
64,519
-240
-0.4% -$19.5K 1.02% 23
2025
Q1 		$4.9M Sell
64,759
-69
-0.1% -$5.71K 1.02% 21
2024
Q4 		$5.49M Sell
64,828
-549
-0.8% -$46.1K 0.98% 20
2024
Q3 		$5.4M Hold
65,377
– – 1.04% 24
2024
Q2 		$5.41M Sell
65,377
-98
-0.1% -$7.47K 1.14% 20
2024
Q1 		$4.9M Sell
65,475
-216
-0.3% -$15.5K 1.08% 24
2023
Q4 		$4.48M Sell
65,691
-410
-0.6% -$25.8K 1.1% 28
2023
Q3 		$3.82M Sell
66,101
-964
-1% -$58.6K 1.04% 24
2023
Q2 		$4.17M Sell
67,065
-592
-0.9% -$33.6K 1.23% 18
2023
Q1 		$3.68M Sell
67,657
-2,701
-4% -$135K 1.01% 17
2022
Q4 		$3.15M Sell
70,358
-1,705
-2% -$77.8K 0.92% 21
2022
Q3 		$3.04M Sell
72,063
-4,821
-6% -$234K 1% 24
2022
Q2 		$3.51M Sell
76,884
-9,666
-11% -$488K 1.13% 21
2022
Q1 		$5.02M Sell
86,550
-114
-0.1% -$6.58K 1.49% 18
2021
Q4 		$5.58M Sell
86,664
-2,022
-2% -$124K 1.74% 15
2021
Q3 		$5.02M Sell
88,686
-504
-0.6% -$29.5K 1.67% 15
2021
Q2 		$5.02M Sell
89,190
-6,792
-7% -$366K 1.73% 16
2021
Q1 		$4.92M Sell
95,982
-1,986
-2% -$102K 1.95% 14
2020
Q4 		$4.9M Buy
+97,968
New +$4.53M 2.16% 12

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

Bellwether Advisors's IXN Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Global Tech ETF (IXN) stake by 3.6% in Q2 2026, buying an estimated $301K and bringing the position to 66,780 shares worth $9.65M. The position accounts for 1.43% of the portfolio, ranked #15.

Bellwether Advisors first reported a position in IXN in Q4 2020 and has held it in 23 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Bellwether Advisors held 66,780 shares of iShares Global Tech ETF worth $9.65M as of Q2 2026.
  • Bellwether Advisors bought 2,330 iShares Global Tech ETF shares in Q2 2026, an estimated $301K.
  • iShares Global Tech ETF made up 1.43% of Bellwether Advisors's portfolio in Q2 2026, its #15 holding.
  • Bellwether Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 23 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.