CWA
IXN icon

CM Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

CM Wealth 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 		$260K Buy
+1,803
New +$233K 0.05% 159

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

CM Wealth Advisors's IXN Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,803 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • CM Wealth Advisors held 1,803 shares of iShares Global Tech ETF worth $260K as of Q2 2026.
  • iShares Global Tech ETF was a new CM Wealth Advisors position in Q2 2026.
  • iShares Global Tech ETF made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.