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Cardinal Strategic Wealth Guidance’s iShares Global Tech ETF IXN Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$8.58M Sell
59,402
-5,948
-9% -$767K 1.95% 15
2026
Q1 		$6.53M Sell
65,350
-9,277
-12% -$980K 1.72% 14
2025
Q4 		$7.84M Sell
74,627
-12,151
-14% -$1.28M 2.05% 12
2025
Q3 		$8.96M Sell
86,778
-1,685
-2% -$163K 2.41% 10
2025
Q2 		$8.17M Buy
88,463
+6,281
+8% +$509K 2.36% 11
2025
Q1 		$6.22M Buy
82,182
+3,320
+4% +$275K 1.99% 10
2024
Q4 		$6.68M Sell
78,862
-756
-0.9% -$63.5K 2.13% 8
2024
Q3 		$6.57M Buy
79,618
+1,403
+2% +$113K 2.15% 9
2024
Q2 		$6.48M Buy
78,215
+752
+1% +$57.3K 2.34% 8
2024
Q1 		$5.8M Buy
77,463
+5,738
+8% +$412K 2.18% 8
2023
Q4 		$4.89M Buy
71,725
+20,599
+40% +$1.3M 1.94% 11
2023
Q3 		$2.96M Sell
51,126
-1,209
-2% -$73.5K 1.37% 12
2023
Q2 		$3.25M Sell
52,335
-789
-1% -$44.7K 1.45% 13
2023
Q1 		$2.89M Buy
53,124
+8,045
+18% +$401K 1.34% 13
2022
Q4 		$2.02M Buy
45,079
+1,607
+4% +$73.3K 0.97% 22
2022
Q3 		$1.83M Sell
43,472
-10,453
-19% -$508K 0.97% 16
2022
Q2 		$2.46M Buy
53,925
+12,436
+30% +$628K 1.26% 14
2022
Q1 		$2.41M Buy
41,489
+8,346
+25% +$482K 1.1% 17
2021
Q4 		$2.13M Buy
33,143
+3,000
+10% +$184K 0.99% 16
2021
Q3 		$1.71M Buy
30,143
+6,887
+30% +$403K 0.89% 18
2021
Q2 		$1.31M Buy
23,256
+762
+3% +$41K 0.69% 22
2021
Q1 		$1.15M Buy
+22,494
New +$1.15M 0.68% 24

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's IXN Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares Global Tech ETF (IXN) stake by 9.1% in Q2 2026, selling an estimated $767K and leaving 59,402 shares worth $8.58M. The position accounts for 1.95% of the portfolio, ranked #15.

Cardinal Strategic Wealth Guidance first reported a position in IXN in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.96M in Q3 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 59,402 shares of iShares Global Tech ETF worth $8.58M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 5,948 iShares Global Tech ETF shares in Q2 2026, an estimated $767K.
  • iShares Global Tech ETF made up 1.95% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #15 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Global Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares Global Tech ETF position peaked at $8.96M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.