Cardinal Point Capital Management
IXN icon

Cardinal Point Capital Management’s iShares Global Tech ETF IXN Stock Holding History

Cardinal Point Capital 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 		$386K Hold
2,600
– – 0.02% 207
2026
Q2 		$375K Hold
2,600
– – 0.02% 212
2026
Q1 		$258K Hold
2,600
– – 0.02% 244
2025
Q4 		$273K Hold
2,600
– – 0.02% 214
2025
Q3 		$268K Hold
2,600
– – 0.02% 217
2025
Q2 		$239K Buy
+2,600
New +$211K 0.02% 209

Other funds holding IXN

Fisher Asset Management
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Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cardinal Point Capital Management's IXN Position: Q3 2026 in Review

Cardinal Point Capital Management held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 2,600 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #207.

Cardinal Point Capital Management first reported a position in IXN in Q2 2025 and has held it in 6 quarters since. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Cardinal Point Capital Management held 2,600 shares of iShares Global Tech ETF worth $386K as of Q3 2026.
  • Cardinal Point Capital Management left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q3 2026, its #207 holding.
  • Cardinal Point Capital Management first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 6 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.