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 Q3	$1.13M	Sell	7,627 -72	-0.9%	-$10.1K	0.3%	68
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Central Valley Advisors's IXN Position: Q3 2026 in Review

Central Valley Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.94% in Q3 2026, selling an estimated $10.1K and leaving 7,627 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #68.

Central Valley Advisors first reported a position in IXN in Q4 2023 and has held it in 12 quarters since. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

Central Valley Advisors held 7,627 shares of iShares Global Tech ETF worth $1.13M as of Q3 2026.
Central Valley Advisors sold 72 iShares Global Tech ETF shares in Q3 2026, an estimated $10.1K.
iShares Global Tech ETF made up 0.3% of Central Valley Advisors's portfolio in Q3 2026, its #68 holding.
Central Valley Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 12 quarters since.
521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.