CFS Investment Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

CFS Investment Advisory Services’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	$759K	Hold	5,561	–	–	0.05%	218
2026 Q1	$649K	Hold	5,561	–	–	0.04%	231
2025 Q4	$584K	Hold	5,561	–	–	0.04%	226
2025 Q3	$598K	Hold	5,561	–	–	0.04%	224
2025 Q2	$514K	Sell	5,561 -8	-0.1%	-$648	0.04%	224
2025 Q1	$422K	Sell	5,569 -232	-4%	-$19.2K	0.04%	233
2024 Q4	$492K	Sell	5,801 -219	-4%	-$18.4K	0.04%	213
2024 Q3	$497K	Sell	6,020 -12	-0.2%	-$969	0.04%	203
2024 Q2	$500K	Buy	+6,032	New	+$460K	0.04%	183
2023 Q3	–	Sell	-11,518	Closed	-$716K	–	204
2023 Q2	$716K	Buy	+11,518	New	+$653K	0.09%	140
2022 Q3	–	Sell	-29,919	Closed	-$1.37M	–	170
2022 Q2	$1.37M	Buy	+29,919	New	+$1.51M	0.21%	100
2021 Q4	$1.89M	Sell	31,519 -639	-2%	-$39.3K	0.25%	87
2021 Q3	$1.82M	Buy	+32,158	New	+$1.88M	0.25%	96
2020 Q4	$1.28M	Buy	+25,524	New	+$1.18M	0.2%	117

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

CFS Investment Advisory Services's IXN Position: Q2 2026 in Review

CFS Investment Advisory Services held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 5,561 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #218.

CFS Investment Advisory Services first reported a position in IXN in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.89M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

CFS Investment Advisory Services held 5,561 shares of iShares Global Tech ETF worth $759K as of Q2 2026.
CFS Investment Advisory Services left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.05% of CFS Investment Advisory Services's portfolio in Q2 2026, its #218 holding.
CFS Investment Advisory Services first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 14 quarters since.
CFS Investment Advisory Services's iShares Global Tech ETF position peaked at $1.89M in Q4 2021.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.