Blue Bell Private Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Blue Bell Private 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	$32.1K	Hold	222	–	–	﹤0.01%	476
2026 Q1	$22.2K	Hold	222	–	–	﹤0.01%	500
2025 Q4	$23.3K	Hold	222	–	–	﹤0.01%	475
2025 Q3	$22.9K	Buy	222 +84	+61%	+$8.12K	﹤0.01%	468
2025 Q2	$12.7K	Hold	138	–	–	﹤0.01%	507
2025 Q1	$10.5K	Hold	138	–	–	﹤0.01%	513
2024 Q4	$11.7K	Hold	138	–	–	﹤0.01%	486
2024 Q3	$11.4K	Buy	138 +112	+431%	+$9.05K	﹤0.01%	513
2024 Q2	$2.15K	Hold	26	–	–	﹤0.01%	620
2024 Q1	$1.95K	Hold	26	–	–	﹤0.01%	635
2023 Q4	$1.77K	Hold	26	–	–	﹤0.01%	633
2023 Q3	$1.5K	Hold	26	–	–	﹤0.01%	594
2023 Q2	$1.62K	Hold	26	–	–	﹤0.01%	598
2023 Q1	$1.41K	Hold	26	–	–	﹤0.01%	582
2022 Q4	$1.17K	Hold	26	–	–	﹤0.01%	617
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	684
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	734
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	694
2021 Q4	$2K	Buy	+26	New	+$1.6K	﹤0.01%	685

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Blue Bell Private Wealth Management's IXN Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 222 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Blue Bell Private Wealth Management first reported a position in IXN in Q4 2021 and has held it in 19 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Blue Bell Private Wealth Management held 222 shares of iShares Global Tech ETF worth $32.1K as of Q2 2026.
Blue Bell Private Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #476 holding.
Blue Bell Private Wealth Management first reported a position in iShares Global Tech ETF in Q4 2021 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 Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.