Clearwater Capital Advisors’s iShares Global Tech ETF IXN Stock Holding History

Clearwater Capital 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	$1.25M	Sell	8,676 -1,842	-18%	-$238K	0.09%	69
2026 Q1	$1.05M	Hold	10,518	–	–	0.08%	69
2025 Q4	$1.1M	Hold	10,518	–	–	0.09%	70
2025 Q3	$1.09M	Sell	10,518 -3	-0%	-$290	0.09%	76
2025 Q2	$972K	Hold	10,521	–	–	0.09%	78
2025 Q1	$797K	Hold	10,521	–	–	0.08%	85
2024 Q4	$892K	Hold	10,521	–	–	0.09%	81
2024 Q3	$868K	Hold	10,521	–	–	0.08%	83
2024 Q2	$871K	Sell	10,521 -33	-0.3%	-$2.51K	0.09%	75
2024 Q1	$790K	Sell	10,554 -1,247	-11%	-$89.6K	0.08%	75
2023 Q4	$805K	Sell	11,801 -5	-0%	-$314	0.09%	73
2023 Q3	$683K	Sell	11,806 -324	-3%	-$19.7K	0.08%	67
2023 Q2	$754K	Sell	12,130 -231	-2%	-$13.1K	0.09%	71
2023 Q1	$672K	Sell	12,361 -762	-6%	-$38K	0.08%	76
2022 Q4	$588K	Sell	13,123 -810	-6%	-$36.9K	0.08%	85
2022 Q3	$588K	Hold	13,933	–	–	0.08%	89
2022 Q2	$637K	Hold	13,933	–	–	0.09%	83
2022 Q1	$808K	Sell	13,933 -5	-0%	-$289	0.09%	86
2021 Q4	$897K	Hold	13,938	–	–	0.1%	83
2021 Q3	$790K	Sell	13,938 -30	-0.2%	-$1.76K	0.09%	90
2021 Q2	$786K	Hold	13,968	–	–	0.09%	90
2021 Q1	$716K	Sell	13,968 -156	-1%	-$7.99K	0.09%	91
2020 Q4	$706K	Sell	14,124 -6,978	-33%	-$323K	0.09%	88
2020 Q3	$927K	Hold	21,102	–	–	0.15%	70
2020 Q2	$828K	Sell	21,102 -1,506	-7%	-$53.3K	0.14%	74
2020 Q1	$687K	Sell	22,608 -8,346	-27%	-$288K	0.15%	81
2019 Q4	$1.09M	Sell	30,954 -1,470	-5%	-$48.2K	0.18%	85
2019 Q3	$1M	Sell	32,424 -3,048	-9%	-$92.6K	0.18%	102
2019 Q2	$1.06M	Sell	35,472 -264	-0.7%	-$7.71K	0.19%	107
2019 Q1	$1.02M	Hold	35,736	–	–	0.19%	111
2018 Q4	$858K	Sell	35,736 -834	-2%	-$21.8K	0.19%	115
2018 Q3	$1.07M	Hold	36,570	–	–	0.21%	105
2018 Q2	$1M	Hold	36,570	–	–	0.21%	99
2018 Q1	$965K	Sell	36,570 -2,598	-7%	-$70K	0.2%	99
2017 Q4	$1M	Sell	39,168 -330	-0.8%	-$8.35K	0.22%	95
2017 Q3	$954K	Sell	39,498 -1,020	-3%	-$23.5K	0.22%	94
2017 Q2	$893K	Sell	40,518 -1,290	-3%	-$27.9K	0.23%	89
2017 Q1	$864K	Sell	41,808 -2,730	-6%	-$54K	0.24%	90
2016 Q4	$822K	Sell	44,538 -1,152	-3%	-$21.1K	0.29%	81
2016 Q3	$837K	Sell	45,690 -2,880	-6%	-$50.9K	0.29%	76
2016 Q2	$784K	Buy	+48,570	New	+$791K	0.29%	76

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

Clearwater Capital Advisors's IXN Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its iShares Global Tech ETF (IXN) stake by 18% in Q2 2026, selling an estimated $238K and leaving 8,676 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #69.

Clearwater Capital Advisors first reported a position in IXN in Q2 2016 and has held it in 41 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Clearwater Capital Advisors held 8,676 shares of iShares Global Tech ETF worth $1.25M as of Q2 2026.
Clearwater Capital Advisors sold 1,842 iShares Global Tech ETF shares in Q2 2026, an estimated $238K.
iShares Global Tech ETF made up 0.09% of Clearwater Capital Advisors's portfolio in Q2 2026, its #69 holding.
Clearwater Capital Advisors first reported a position in iShares Global Tech ETF in Q2 2016 and has held it in 41 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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