Caliber Wealth Management (Kansas)’s iShares Global Tech ETF IXN Stock Holding History

Caliber Wealth Management (Kansas)’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	$2M	Hold	13,823	–	–	0.19%	95
2026 Q1	$1.38M	Sell	13,823 -192	-1%	-$20.3K	0.15%	120
2025 Q4	$1.47M	Hold	14,015	–	–	0.16%	118
2025 Q3	$1.45M	Sell	14,015 -192	-1%	-$18.6K	0.16%	117
2025 Q2	$1.31M	Sell	14,207 -384	-3%	-$31.1K	0.14%	128
2025 Q1	$1.11M	Buy	+14,591	New	+$1.21M	0.15%	123

Other funds holding IXN

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

NMCM

Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IXN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 13,823 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #95.

Caliber Wealth Management (Kansas) first reported a position in IXN in Q1 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Caliber Wealth Management (Kansas) held 13,823 shares of iShares Global Tech ETF worth $2M as of Q2 2026.
Caliber Wealth Management (Kansas) left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.19% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #95 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Global Tech ETF in Q1 2025 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.