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

Capital Advisors 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	$214K	Buy	+1,483	New	+$191K	0.03%	223

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

Capital Advisors Wealth Management's IXN Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,483 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #223 among its holdings.

558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Capital Advisors Wealth Management held 1,483 shares of iShares Global Tech ETF worth $214K as of Q2 2026.
iShares Global Tech ETF was a new Capital Advisors Wealth Management position in Q2 2026.
iShares Global Tech ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #223 holding.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.