Cornerstone Planning Group’s iShares Global Tech ETF IXN Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-20	Closed	-$1.91K	–	1731
2025 Q2	$1.91K	Hold	20	–	–	﹤0.01%	961
2025 Q1	$1.47K	Hold	20	–	–	﹤0.01%	1053
2024 Q4	$1.65K	Hold	20	–	–	﹤0.01%	842
2024 Q3	$1.69K	Sell	20 -374	-95%	-$30.2K	﹤0.01%	817
2024 Q2	$28.7K	Sell	394 -52	-12%	-$3.96K	0.01%	270
2024 Q1	$32.5K	Hold	446	–	–	0.01%	226
2023 Q4	$30.4K	Sell	446 -506	-53%	-$31.8K	0.01%	259
2023 Q3	$55.1K	Hold	952	–	–	0.02%	170
2023 Q2	$59.2K	Buy	+952	New	+$54K	0.02%	217
2022 Q4	$46.8K	Buy	+1,000	New	+$45.6K	0.02%	281

Other funds holding IXN

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cornerstone Planning Group's IXN Position: Q3 2025 in Review

Cornerstone Planning Group sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 20 shares — an estimated $1.91K sold.

Cornerstone Planning Group first reported a position in IXN in Q4 2022 and held it in 10 quarters. The position peaked at $59.2K in Q2 2023. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Cornerstone Planning Group reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Planning Group sold 20 iShares Global Tech ETF shares in Q3 2025, an estimated $1.91K.
Cornerstone Planning Group first reported a position in iShares Global Tech ETF in Q4 2022 and held it in 10 quarters.
Cornerstone Planning Group's iShares Global Tech ETF position peaked at $59.2K in Q2 2023.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.