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Concurrent Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Concurrent Investment 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 		$2.42M Buy
16,771
+843
+5% +$109K 0.02% 660
2026
Q1 		$1.59M Buy
15,928
+1,383
+10% +$146K 0.02% 693
2025
Q4 		$1.53M Buy
14,545
+1,586
+12% +$167K 0.02% 664
2025
Q3 		$1.34M Buy
12,959
+4,476
+53% +$433K 0.02% 573
2025
Q2 		$783K Buy
8,483
+1,025
+14% +$83.1K 0.02% 678
2025
Q1 		$565K Buy
7,458
+4,372
+142% +$362K 0.01% 713
2024
Q4 		$261K Buy
3,086
+8
+0.3% +$672 0.01% 881
2024
Q3 		$254K Hold
3,078
– – 0.01% 839
2024
Q2 		$255K Buy
3,078
+35
+1% +$2.67K 0.01% 791
2024
Q1 		$228K Hold
3,043
– – 0.01% 757
2023
Q4 		$207K Buy
+3,043
New +$191K 0.01% 760

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

Concurrent Investment Advisors's IXN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Global Tech ETF (IXN) stake by 5.3% in Q2 2026, buying an estimated $109K and bringing the position to 16,771 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #660.

Concurrent Investment Advisors first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Concurrent Investment Advisors held 16,771 shares of iShares Global Tech ETF worth $2.42M as of Q2 2026.
  • Concurrent Investment Advisors bought 843 iShares Global Tech ETF shares in Q2 2026, an estimated $109K.
  • iShares Global Tech ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #660 holding.
  • Concurrent Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.