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CoreCap Advisors’s iShares Global Tech ETF IXN Stock Holding History

CoreCap 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 		$617K Buy
4,269
+509
+14% +$65.7K 0.02% 495
2026
Q1 		$376K Buy
3,760
+341
+10% +$36K 0.01% 586
2025
Q4 		$359K Buy
3,419
+346
+11% +$36.5K 0.01% 609
2025
Q3 		$317K Buy
3,073
+51
+2% +$4.93K 0.01% 661
2025
Q2 		$279K Sell
3,022
-304
-9% -$24.6K 0.01% 653
2025
Q1 		$252K Sell
3,326
-1,798
-35% -$149K 0.01% 624
2024
Q4 		$434K Buy
5,124
+597
+13% +$50.1K 0.02% 506
2024
Q3 		$374K Buy
+4,527
New +$366K 0.02% 528
2024
Q2 		– Sell
-4,740
Closed -$355K – 2118
2024
Q1 		$355K Buy
4,740
+422
+10% +$30.3K 0.02% 470
2023
Q4 		$294K Hold
4,318
– – 0.02% 464
2023
Q3 		$250K Buy
4,318
+208
+5% +$12.6K 0.02% 456
2023
Q2 		$256K Buy
+4,110
New +$233K 0.02% 481
2022
Q4 		$200K Buy
+4,472
New +$204K 0.01% 534
2022
Q3 		– Sell
-6,489
Closed -$297K – 1311
2022
Q2 		$297K Buy
6,489
+1,131
+21% +$57.1K 0.02% 430
2022
Q1 		$311K Buy
5,358
+1,996
+59% +$115K 0.02% 400
2021
Q4 		$216K Buy
+3,362
New +$207K 0.01% 518

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CoreCap Advisors's IXN Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Global Tech ETF (IXN) stake by 14% in Q2 2026, buying an estimated $65.7K and bringing the position to 4,269 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #495.

CoreCap Advisors first reported a position in IXN in Q4 2021 and has held it in 16 quarters since. 81 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • CoreCap Advisors held 4,269 shares of iShares Global Tech ETF worth $617K as of Q2 2026.
  • CoreCap Advisors bought 509 iShares Global Tech ETF shares in Q2 2026, an estimated $65.7K.
  • iShares Global Tech ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #495 holding.
  • CoreCap Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 16 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.