Corient Private Wealth’s iShares Global Tech ETF IXN Stock Holding History

Corient Private Wealth’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	$2.08M	Hold	14,403	–	–	﹤0.01%	1368
2026 Q1	$1.42M	Buy	14,403 +1,380	+11%	+$146K	﹤0.01%	1448
2025 Q4	$1.37M	Sell	13,023 -1,266	-9%	-$134K	﹤0.01%	1352
2025 Q3	$1.47M	Buy	14,289 +11,869	+490%	+$1.15M	﹤0.01%	1226
2025 Q2	$223K	Sell	2,420 -2,944	-55%	-$239K	﹤0.01%	2172
2025 Q1	$406K	Buy	5,364 +2,945	+122%	+$244K	﹤0.01%	1699
2024 Q4	$205K	Sell	2,419 -1,482	-38%	-$124K	﹤0.01%	2102
2024 Q3	$322K	Buy	3,901 +1,339	+52%	+$108K	﹤0.01%	1985
2024 Q2	$212K	Buy	+2,562	New	+$195K	﹤0.01%	2096

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

Corient Private Wealth's IXN Position: Q2 2026 in Review

Corient Private Wealth held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 14,403 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Corient Private Wealth first reported a position in IXN in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Corient Private Wealth held 14,403 shares of iShares Global Tech ETF worth $2.08M as of Q2 2026.
Corient Private Wealth left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1368 holding.
Corient Private Wealth first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.