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Central Valley Advisors’s iShares Global Tech ETF IXN Stock Holding History

Central Valley Advisors’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 		$1.11M Hold
7,699
– – 0.29% 68
2026
Q1 		$770K Sell
7,699
-141
-2% -$14.9K 0.21% 76
2025
Q4 		$823K Hold
7,840
– – 0.25% 70
2025
Q3 		$809K Hold
7,840
– – 0.25% 70
2025
Q2 		$724K Hold
7,840
– – 0.25% 69
2025
Q1 		$594K Sell
7,840
-186
-2% -$15.4K 0.23% 74
2024
Q4 		$680K Hold
8,026
– – 0.31% 67
2024
Q3 		$662K Hold
8,026
– – 0.37% 59
2024
Q2 		$215K Hold
8,026
– – 0.09% 128
2024
Q1 		$600K Hold
8,026
– – 0.31% 69
2023
Q4 		$547K Buy
+8,026
New +$505K 0.32% 74

Other funds holding IXN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Central Valley Advisors's IXN Position: Q2 2026 in Review

Central Valley Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 7,699 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #68.

Central Valley Advisors first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Central Valley Advisors held 7,699 shares of iShares Global Tech ETF worth $1.11M as of Q2 2026.
  • Central Valley Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.29% of Central Valley Advisors's portfolio in Q2 2026, its #68 holding.
  • Central Valley Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.