CAWM
IXN icon

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
Q3 		$220K Hold
1,483
– – 0.02% 222
2026
Q2 		$214K Buy
+1,483
New +$191K 0.03% 223

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Capital Advisors Wealth Management's IXN Position: Q3 2026 in Review

Capital Advisors Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 1,483 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #222.

Capital Advisors Wealth Management first reported a position in IXN in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Capital Advisors Wealth Management held 1,483 shares of iShares Global Tech ETF worth $220K as of Q3 2026.
  • Capital Advisors Wealth Management left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.02% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #222 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Global Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.