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

Continuum 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	$664K	Sell	4,598 -172	-4%	-$22.2K	0.22%	40
2026 Q1	$477K	Sell	4,770 -210	-4%	-$22.2K	0.2%	43
2025 Q4	$523K	Sell	4,980 -780	-14%	-$82.4K	0.2%	44
2025 Q3	$594K	Hold	5,760	–	–	0.25%	35
2025 Q2	$532K	Hold	5,760	–	–	0.26%	30
2025 Q1	$436K	Hold	5,760	–	–	0.22%	30
2024 Q4	$488K	Hold	5,760	–	–	0.25%	32
2024 Q3	$475K	Hold	5,760	–	–	0.26%	32
2024 Q2	$477K	Sell	5,760 -897	-13%	-$68.3K	0.25%	31
2024 Q1	$498K	Buy	6,657 +897	+16%	+$64.4K	0.28%	32
2023 Q4	$393K	Hold	5,760	–	–	0.25%	30
2023 Q3	$333K	Hold	5,760	–	–	0.23%	34
2023 Q2	$358K	Hold	5,760	–	–	0.25%	33
2023 Q1	$313K	Hold	5,760	–	–	0.26%	29
2022 Q4	$258K	Buy	+5,760	New	+$263K	0.26%	35

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Continuum Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 3.6% in Q2 2026, selling an estimated $22.2K and leaving 4,598 shares worth $664K. The position accounts for 0.22% of the portfolio, ranked #40.

Continuum Wealth Advisors first reported a position in IXN in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Continuum Wealth Advisors held 4,598 shares of iShares Global Tech ETF worth $664K as of Q2 2026.
Continuum Wealth Advisors sold 172 iShares Global Tech ETF shares in Q2 2026, an estimated $22.2K.
iShares Global Tech ETF made up 0.22% of Continuum Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Continuum Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.