CA
IXN icon

Clearstead Advisors’s iShares Global Tech ETF IXN Stock Holding History

Clearstead 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
Q2 		$878K Buy
6,074
+92
+2% +$11.9K 0.01% 580
2026
Q1 		$598K Buy
5,982
+1
+0% +$106 0.01% 669
2025
Q4 		$628K Hold
5,981
– – 0.01% 590
2025
Q3 		$617K Sell
5,981
-15,507
-72% -$1.5M 0.01% 569
2025
Q2 		$1.98M Buy
21,488
+15,131
+238% +$1.23M 0.03% 318
2025
Q1 		$481K Sell
6,357
-9,779
-61% -$810K 0.01% 590
2024
Q4 		$1.37M Buy
16,136
+7,974
+98% +$670K 0.02% 356
2024
Q3 		$674K Sell
8,162
-15,947
-66% -$1.29M 0.01% 501
2024
Q2 		$2M Buy
24,109
+22,709
+1,622% +$1.73M 0.03% 278
2024
Q1 		$104K Hold
1,400
– – 0.01% 603
2023
Q4 		$95.5K Hold
1,400
– – 0.01% 597
2023
Q3 		$81K Hold
1,400
– – 0.01% 601
2023
Q2 		$87.1K Hold
1,400
– – 0.01% 609
2023
Q1 		$76.1K Hold
1,400
– – 0.01% 566
2022
Q4 		$62.8K Hold
1,400
– – ﹤0.01% 593
2022
Q3 		$59K Hold
1,400
– – 0.01% 583
2022
Q2 		$64K Hold
1,400
– – 0.01% 574
2022
Q1 		$81K Sell
1,400
-250
-15% -$14.4K 0.01% 588
2021
Q4 		$106K Hold
1,650
– – 0.01% 514
2021
Q3 		$93K Hold
1,650
– – 0.01% 495
2021
Q2 		$93K Hold
1,650
– – 0.01% 467
2021
Q1 		$85K Sell
1,650
-270
-14% -$13.8K 0.01% 466
2020
Q4 		$96K Hold
1,920
– – 0.01% 422
2020
Q3 		$84K Hold
1,920
– – 0.01% 394
2020
Q2 		$75K Hold
1,920
– – 0.01% 386
2020
Q1 		$58K Buy
+1,920
New +$66.4K 0.01% 388

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clearstead Advisors's IXN Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Global Tech ETF (IXN) stake by 1.5% in Q2 2026, buying an estimated $11.9K and bringing the position to 6,074 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #580.

Clearstead Advisors first reported a position in IXN in Q1 2020 and has held it in 26 quarters since. The position peaked at $2M in Q2 2024. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Clearstead Advisors held 6,074 shares of iShares Global Tech ETF worth $878K as of Q2 2026.
  • Clearstead Advisors bought 92 iShares Global Tech ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Global Tech ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #580 holding.
  • Clearstead Advisors first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's iShares Global Tech ETF position peaked at $2M in Q2 2024.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.