Clifford Swan Investment Counsel’s iShares Global Tech ETF IXN Stock Holding History

Clifford Swan Investment Counsel’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	$335K	Sell	2,322 -53	-2%	-$6.84K	0.01%	269
2026 Q1	$237K	Buy	2,375 +2	+0.1%	+$211	0.01%	307
2025 Q4	$249K	Hold	2,373	–	–	0.01%	294
2025 Q3	$245K	Sell	2,373 -54	-2%	-$5.22K	0.01%	299
2025 Q2	$224K	Buy	+2,427	New	+$197K	0.01%	299

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

Clifford Swan Investment Counsel's IXN Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its iShares Global Tech ETF (IXN) stake by 2.2% in Q2 2026, selling an estimated $6.84K and leaving 2,322 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #269.

Clifford Swan Investment Counsel first reported a position in IXN in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Clifford Swan Investment Counsel held 2,322 shares of iShares Global Tech ETF worth $335K as of Q2 2026.
Clifford Swan Investment Counsel sold 53 iShares Global Tech ETF shares in Q2 2026, an estimated $6.84K.
iShares Global Tech ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #269 holding.
Clifford Swan Investment Counsel first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.