Cerity Partners
IXN icon

Cerity Partners’s iShares Global Tech ETF IXN Stock Holding History

Cerity Partners’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 		$22.1M Buy
153,245
+68,221
+80% +$8.8M 0.03% 449
2026
Q1 		$8.5M Buy
85,024
+78,527
+1,209% +$8.3M 0.01% 777
2025
Q4 		$682K Sell
6,497
-433
-6% -$45.7K ﹤0.01% 1911
2025
Q3 		$715K Buy
6,930
+1,116
+19% +$108K ﹤0.01% 1762
2025
Q2 		$537K Sell
5,814
-140
-2% -$11.3K ﹤0.01% 1818
2025
Q1 		$451K Sell
5,954
-24
-0.4% -$1.99K ﹤0.01% 1821
2024
Q4 		$507K Buy
5,978
+1,380
+30% +$116K ﹤0.01% 1753
2024
Q3 		$379K Sell
4,598
-7,200
-61% -$582K ﹤0.01% 1928
2024
Q2 		$977K Sell
11,798
-679
-5% -$51.7K ﹤0.01% 1241
2024
Q1 		$933K Buy
12,477
+400
+3% +$28.7K ﹤0.01% 1309
2023
Q4 		$823K Sell
12,077
-254
-2% -$16K ﹤0.01% 1058
2023
Q3 		$713K Sell
12,331
-850
-6% -$51.7K ﹤0.01% 856
2023
Q2 		$820K Buy
+13,181
New +$747K ﹤0.01% 986

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's IXN Position: Q2 2026 in Review

Cerity Partners increased its iShares Global Tech ETF (IXN) stake by 80% in Q2 2026, buying an estimated $8.8M and bringing the position to 153,245 shares worth $22.1M. The position accounts for 0.03% of the portfolio, ranked #449.

Cerity Partners first reported a position in IXN in Q2 2023 and has held it in 13 quarters since. 529 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Cerity Partners held 153,245 shares of iShares Global Tech ETF worth $22.1M as of Q2 2026.
  • Cerity Partners bought 68,221 iShares Global Tech ETF shares in Q2 2026, an estimated $8.8M.
  • iShares Global Tech ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #449 holding.
  • Cerity Partners first reported a position in iShares Global Tech ETF in Q2 2023 and has held it in 13 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.