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Capital A Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Capital A 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
2025
Q2 		$5.45K Sell
80
-1,092
-93% -$88.5K 0.06% 228
2025
Q1 		$88.8K Sell
1,172
-137
-10% -$11.3K 0.09% 109
2024
Q4 		$111K Buy
+1,309
New +$110K 0.18% 103

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

Capital A Wealth Management's IXN Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 93% in Q2 2025, selling an estimated $88.5K and leaving 80 shares worth $5.45K. The position accounts for 0.06% of the portfolio, ranked #228.

Capital A Wealth Management first reported a position in IXN in Q4 2024 and has held it in 3 quarters since. The position peaked at $111K in Q4 2024. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

  • Capital A Wealth Management held 80 shares of iShares Global Tech ETF worth $5.45K as of Q2 2025.
  • Capital A Wealth Management sold 1,092 iShares Global Tech ETF shares in Q2 2025, an estimated $88.5K.
  • iShares Global Tech ETF made up 0.06% of Capital A Wealth Management's portfolio in Q2 2025, its #228 holding.
  • Capital A Wealth Management first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares Global Tech ETF position peaked at $111K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.