BWA
IXN icon

Bordeaux Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$8.81M Buy
95,380
+11
+0% +$891 1.13% 17
2025
Q1 		$7.22M Hold
95,369
– – 1.34% 18
2024
Q4 		$8.08M Sell
95,369
-541
-0.6% -$45.4K 1.3% 18
2024
Q3 		$7.92M Hold
95,910
– – 1.43% 18
2024
Q2 		$7.94M Buy
+95,910
New +$7.31M 1.51% 17

Other funds holding IXN

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's IXN Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 0.01% in Q2 2025, buying an estimated $891 and bringing the position to 95,380 shares worth $8.81M. The position accounts for 1.13% of the portfolio, ranked #17.

Bordeaux Wealth Advisors first reported a position in IXN in Q2 2024 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

  • Bordeaux Wealth Advisors held 95,380 shares of iShares Global Tech ETF worth $8.81M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 11 iShares Global Tech ETF shares in Q2 2025, an estimated $891.
  • iShares Global Tech ETF made up 1.13% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #17 holding.
  • Bordeaux Wealth Advisors first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 5 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.