Capital Analysts LLC’s iShares Global Tech ETF IXN Stock Holding History

Capital Analysts LLC’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	$38K	Buy	262 +1	+0.4%	+$129	﹤0.01%	1050
2026 Q1	$26K	Hold	261	–	–	﹤0.01%	1074
2025 Q4	$27K	Buy	261 +2	+0.8%	+$211	﹤0.01%	1047
2025 Q3	$27K	Hold	259	–	–	﹤0.01%	1009
2025 Q2	$24K	Hold	259	–	–	﹤0.01%	977
2025 Q1	$20K	Hold	259	–	–	﹤0.01%	994
2024 Q4	$22K	Buy	259 +1	+0.4%	+$84	﹤0.01%	919
2024 Q3	$21K	Hold	258	–	–	﹤0.01%	897
2024 Q2	$21K	Buy	258 +1	+0.4%	+$76	﹤0.01%	848
2024 Q1	$19K	Hold	257	–	–	﹤0.01%	831
2023 Q4	$18K	Hold	257	–	–	﹤0.01%	824
2023 Q3	$15K	Hold	257	–	–	﹤0.01%	818
2023 Q2	$16K	Buy	+257	New	+$14.6K	﹤0.01%	759
2022 Q4	–	Sell	-196	Closed	-$8K	–	1116
2022 Q3	$8K	Buy	196 +155	+378%	+$7.54K	﹤0.01%	839
2022 Q2	$2K	Buy	+41	New	+$2.07K	﹤0.01%	944

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 Analysts LLC's IXN Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Global Tech ETF (IXN) stake by 0.38% in Q2 2026, buying an estimated $129 and bringing the position to 262 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Capital Analysts LLC first reported a position in IXN in Q2 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Capital Analysts LLC held 262 shares of iShares Global Tech ETF worth $38K as of Q2 2026.
Capital Analysts LLC bought 1 iShares Global Tech ETF share in Q2 2026, an estimated $129.
iShares Global Tech ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1050 holding.
Capital Analysts LLC first reported a position in iShares Global Tech ETF in Q2 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.