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Congress Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Congress Wealth Management’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 		$863K Buy
9,349
+1,567
+20% +$127K 0.01% 749
2025
Q1 		$589K Hold
7,782
– – 0.01% 769
2024
Q4 		$660K Buy
7,782
+16
+0.2% +$1.34K 0.01% 584
2024
Q3 		$641K Buy
+7,766
New +$627K 0.01% 593

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Congress Wealth Management's IXN Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Global Tech ETF (IXN) stake by 20% in Q2 2025, buying an estimated $127K and bringing the position to 9,349 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #749.

Congress Wealth Management first reported a position in IXN in Q3 2024 and has held it in 4 quarters since. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

  • Congress Wealth Management held 9,349 shares of iShares Global Tech ETF worth $863K as of Q2 2025.
  • Congress Wealth Management bought 1,567 iShares Global Tech ETF shares in Q2 2025, an estimated $127K.
  • iShares Global Tech ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #749 holding.
  • Congress Wealth Management first reported a position in iShares Global Tech ETF in Q3 2024 and has held it in 4 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.