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Commonwealth Retirement Investments’s iShares Global Tech ETF IXN Stock Holding History

Commonwealth Retirement Investments’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 		$155K Buy
+1,074
New +$139K 0.04% 138
2026
Q1 		– Sell
-2,453
Closed -$258K – 281
2025
Q4 		$258K Buy
+2,453
New +$259K 0.08% 115

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

Commonwealth Retirement Investments's IXN Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,074 shares worth $155K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IXN as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IXN in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Commonwealth Retirement Investments held 1,074 shares of iShares Global Tech ETF worth $155K as of Q2 2026.
  • iShares Global Tech ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares Global Tech ETF made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #138 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's iShares Global Tech ETF position peaked at $258K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.