Certus Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Certus Wealth 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
2025 Q3	$1.56M	Sell	15,149 -984	-6%	-$95.1K	0.94%	28
2025 Q2	$1.49M	Sell	16,133 -10	-0.1%	-$810	0.96%	25
2025 Q1	$1.35M	Sell	16,143 -480	-3%	-$39.7K	0.91%	25
2024 Q4	$1.43M	Buy	16,623 +178	+1%	+$15K	0.96%	22
2024 Q3	$1.36M	Sell	16,445 -14,203	-46%	-$1.15M	0.94%	22
2024 Q2	$2.54M	Sell	30,648 -313	-1%	-$23.8K	1.93%	15
2024 Q1	$2.26M	Buy	30,961 +2,262	+8%	+$162K	1.8%	16
2023 Q4	$1.96M	Buy	28,699 +2,798	+11%	+$176K	1.66%	14
2023 Q3	$1.5M	Sell	25,901 -1,822	-7%	-$111K	1.43%	17
2023 Q2	$1.72M	Buy	+27,723	New	+$1.57M	1.71%	16

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Certus Wealth Management's IXN Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 6.1% in Q3 2025, selling an estimated $95.1K and leaving 15,149 shares worth $1.56M. The position accounts for 0.94% of the portfolio, ranked #28.

Certus Wealth Management first reported a position in IXN in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.54M in Q2 2024. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Certus Wealth Management held 15,149 shares of iShares Global Tech ETF worth $1.56M as of Q3 2025.
Certus Wealth Management sold 984 iShares Global Tech ETF shares in Q3 2025, an estimated $95.1K.
iShares Global Tech ETF made up 0.94% of Certus Wealth Management's portfolio in Q3 2025, its #28 holding.
Certus Wealth Management first reported a position in iShares Global Tech ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares Global Tech ETF position peaked at $2.54M in Q2 2024.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.