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Citizens Business Bank’s iShares Global Tech ETF IXN Stock Holding History

Citizens Business Bank’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
Q4 		– Sell
-2,317
Closed -$239K – 145
2025
Q3 		$239K Hold
2,317
– – 0.04% 141
2025
Q2 		$214K Buy
+2,317
New +$188K 0.04% 100
2020
Q1 		– Sell
-6,504
Closed -$228K – 245
2019
Q4 		$228K Buy
+6,504
New +$213K 0.04% 225

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Citizens Business Bank's IXN Position: Q4 2025 in Review

Citizens Business Bank sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 2,317 shares — an estimated $239K sold.

Citizens Business Bank first reported a position in IXN in Q4 2019 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 495 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

  • Citizens Business Bank reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Citizens Business Bank sold 2,317 iShares Global Tech ETF shares in Q4 2025, an estimated $239K.
  • Citizens Business Bank first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 3 quarters.
  • Citizens Business Bank's iShares Global Tech ETF position peaked at $239K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Citizens Business Bank's 13F filing for Q4 2025, filed 2 Feb 2026.