Concord Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Concord Wealth Partners’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
2025 Q2	–	Sell	-53	Closed	-$4.01K	–	887
2025 Q1	$4.01K	Hold	53	–	–	﹤0.01%	614
2024 Q4	$4.49K	Hold	53	–	–	﹤0.01%	615
2024 Q3	$4.37K	Hold	53	–	–	﹤0.01%	654
2024 Q2	$4.39K	Sell	53 -35	-40%	-$2.67K	﹤0.01%	584
2024 Q1	$6.58K	Sell	88 -271	-75%	-$19.5K	﹤0.01%	619
2023 Q4	$24.5K	Sell	359 -98	-21%	-$6.16K	﹤0.01%	450
2023 Q3	$26.4K	Hold	457	–	–	0.01%	470
2023 Q2	$28.4K	Buy	457 +254	+125%	+$14.4K	0.01%	452
2023 Q1	$11K	Sell	203 -288	-59%	-$14.3K	﹤0.01%	579
2022 Q4	$22K	Buy	+491	New	+$22.4K	0.01%	513
2022 Q3	–	Sell	-1,386	Closed	-$63K	–	655
2022 Q2	$63K	Buy	1,386 +53	+4%	+$2.68K	0.02%	329
2022 Q1	$77K	Sell	1,333 -325	-20%	-$18.8K	0.02%	343
2021 Q4	$107K	Buy	+1,658	New	+$102K	0.03%	299

Other funds holding IXN

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concord Wealth Partners's IXN Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q2 2025, closing a stake of 53 shares — an estimated $4.01K sold.

Concord Wealth Partners first reported a position in IXN in Q4 2021 and held it in 13 quarters. The position peaked at $107K in Q4 2021. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

Concord Wealth Partners reported no remaining iShares Global Tech ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 53 iShares Global Tech ETF shares in Q2 2025, an estimated $4.01K.
Concord Wealth Partners first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 13 quarters.
Concord Wealth Partners's iShares Global Tech ETF position peaked at $107K in Q4 2021.
441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.