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Bernardo Wealth Planning’s iShares Global Tech ETF IXN Stock Holding History

Bernardo Wealth Planning’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 		$4.58M Buy
31,666
+21
+0.1% +$2.71K 0.78% 27
2026
Q1 		$3.16M Sell
31,645
-1,846
-6% -$195K 0.62% 27
2025
Q4 		$3.52M Sell
33,491
-294
-0.9% -$31K 0.67% 28
2025
Q3 		$3.49M Sell
33,785
-161
-0.5% -$15.6K 0.68% 27
2025
Q2 		$3.13M Sell
33,946
-496
-1% -$40.2K 0.68% 28
2025
Q1 		$2.61M Sell
34,442
-16
-0% -$1.32K 0.62% 27
2024
Q4 		$2.89M Sell
34,458
-778
-2% -$65.4K 0.69% 27
2024
Q3 		$2.94M Sell
35,236
-2,172
-6% -$175K 0.71% 27
2024
Q2 		$3.1M Sell
37,408
-2,563
-6% -$195K 0.83% 25
2024
Q1 		$2.99M Sell
39,971
-4,882
-11% -$351K 0.83% 28
2023
Q4 		$3.06M Sell
44,853
-2,596
-5% -$163K 0.96% 27
2023
Q3 		$2.74M Sell
47,449
-2,573
-5% -$156K 1.08% 21
2023
Q2 		$3.11M Sell
50,022
-712
-1% -$40.4K 1.24% 19
2023
Q1 		$2.76M Sell
50,734
-537
-1% -$26.8K 1.18% 19
2022
Q4 		$2.3M Buy
51,271
+246
+0.5% +$11.2K 1.07% 20
2022
Q3 		$2.25M Sell
51,025
-4,578
-8% -$223K 1.28% 17
2022
Q2 		$2.54M Buy
55,603
+3,929
+8% +$198K 1.45% 15
2022
Q1 		$3M Sell
51,674
-278
-0.5% -$16K 1.49% 17
2021
Q4 		$3.35M Sell
51,952
-879
-2% -$54K 1.63% 19
2021
Q3 		$2.99M Sell
52,831
-31,469
-37% -$1.84M 1.74% 15
2021
Q2 		$4.74M Buy
84,300
+4,884
+6% +$263K 2.85% 10
2021
Q1 		$4.07M Buy
79,416
+858
+1% +$43.9K 2.59% 12
2020
Q4 		$3.93M Sell
78,558
-17,610
-18% -$814K 1.52% 15
2020
Q3 		$4.23M Buy
96,168
+552
+0.6% +$23.5K 1.9% 12
2020
Q2 		$3.75M Buy
95,616
+1,050
+1% +$37.2K 2.01% 12
2020
Q1 		$2.87M Sell
94,566
-28,512
-23% -$985K 2% 10
2019
Q4 		$4.32M Buy
123,078
+12,168
+11% +$399K 2.62% 6
2019
Q3 		$3.42M Buy
110,910
+5,328
+5% +$162K 2.48% 9
2019
Q2 		$3.16M Buy
105,582
+1,506
+1% +$44K 2.47% 9
2019
Q1 		$2.98M Buy
104,076
+3,198
+3% +$84.7K 2.36% 9
2018
Q4 		$2.42M Buy
+100,878
New +$2.64M 2.14% 9

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

Bernardo Wealth Planning's IXN Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares Global Tech ETF (IXN) stake by 0.07% in Q2 2026, buying an estimated $2.71K and bringing the position to 31,666 shares worth $4.58M. The position accounts for 0.78% of the portfolio, ranked #27.

Bernardo Wealth Planning first reported a position in IXN in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.74M in Q2 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Bernardo Wealth Planning held 31,666 shares of iShares Global Tech ETF worth $4.58M as of Q2 2026.
  • Bernardo Wealth Planning bought 21 iShares Global Tech ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Global Tech ETF made up 0.78% of Bernardo Wealth Planning's portfolio in Q2 2026, its #27 holding.
  • Bernardo Wealth Planning first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's iShares Global Tech ETF position peaked at $4.74M in Q2 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.