Creative Planning
IXN icon

Creative Planning’s iShares Global Tech ETF IXN Stock Holding History

Creative Planning’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 		$6.16M Buy
42,661
+2,473
+6% +$319K ﹤0.01% 1239
2026
Q1 		$4.02M Sell
40,188
-1,454
-3% -$154K ﹤0.01% 1357
2025
Q4 		$4.37M Buy
41,642
+1,980
+5% +$209K ﹤0.01% 1102
2025
Q3 		$4.09M Buy
39,662
+778
+2% +$75.2K ﹤0.01% 996
2025
Q2 		$3.59M Buy
38,884
+1,911
+5% +$155K ﹤0.01% 932
2025
Q1 		$2.8M Buy
36,973
+181
+0.5% +$15K ﹤0.01% 976
2024
Q4 		$3.12M Sell
36,792
-6,349
-15% -$533K ﹤0.01% 879
2024
Q3 		$3.56M Buy
43,141
+11,614
+37% +$938K ﹤0.01% 783
2024
Q2 		$2.61M Sell
31,527
-3,827
-11% -$292K ﹤0.01% 873
2024
Q1 		$2.64M Sell
35,354
-1,242
-3% -$89.2K ﹤0.01% 855
2023
Q4 		$2.5M Buy
36,596
+290
+0.8% +$18.2K ﹤0.01% 821
2023
Q3 		$2.1M Buy
36,306
+3,039
+9% +$185K ﹤0.01% 834
2023
Q2 		$2.07M Sell
33,267
-2,453
-7% -$139K ﹤0.01% 796
2023
Q1 		$1.94M Sell
35,720
-2,518
-7% -$125K ﹤0.01% 786
2022
Q4 		$1.71M Sell
38,238
-213
-0.6% -$9.71K ﹤0.01% 807
2022
Q3 		$1.62M Sell
38,451
-753
-2% -$36.6K ﹤0.01% 762
2022
Q2 		$1.79M Buy
39,204
+1,411
+4% +$71.3K ﹤0.01% 755
2022
Q1 		$2.19M Sell
37,793
-548
-1% -$31.6K ﹤0.01% 686
2021
Q4 		$2.47M Sell
38,341
-3,873
-9% -$238K ﹤0.01% 624
2021
Q3 		$2.39M Buy
42,214
+5,926
+16% +$347K ﹤0.01% 632
2021
Q2 		$2.04M Buy
36,288
+9,714
+37% +$523K ﹤0.01% 677
2021
Q1 		$1.36M Buy
26,574
+558
+2% +$28.6K ﹤0.01% 889
2020
Q4 		$1.3M Buy
26,016
+2,958
+13% +$137K ﹤0.01% 833
2020
Q3 		$1.01M Buy
23,058
+2,946
+15% +$125K ﹤0.01% 797
2020
Q2 		$790K Buy
20,112
+1,818
+10% +$64.3K ﹤0.01% 833
2020
Q1 		$556K Buy
18,294
+162
+0.9% +$5.6K ﹤0.01% 888
2019
Q4 		$636K Buy
18,132
+408
+2% +$13.4K ﹤0.01% 987
2019
Q3 		$546K Hold
17,724
– – ﹤0.01% 1013
2019
Q2 		$530K Sell
17,724
-546
-3% -$16K ﹤0.01% 1047
2019
Q1 		$521K Sell
18,270
-4,344
-19% -$115K ﹤0.01% 1006
2018
Q4 		$543K Buy
22,614
+3,714
+20% +$97.1K ﹤0.01% 925
2018
Q3 		$552K Buy
18,900
+954
+5% +$27.3K ﹤0.01% 1025
2018
Q2 		$492K Buy
17,946
+588
+3% +$16.1K ﹤0.01% 1080
2018
Q1 		$458K Buy
17,358
+3,984
+30% +$107K ﹤0.01% 1125
2017
Q4 		$342K Buy
13,374
+2,430
+22% +$61.5K ﹤0.01% 1287
2017
Q3 		$260K Hold
10,944
– – ﹤0.01% 1426
2017
Q2 		$239K Buy
10,944
+4,350
+66% +$94.2K ﹤0.01% 1418
2017
Q1 		$137K Buy
6,594
+450
+7% +$8.9K ﹤0.01% 1747
2016
Q4 		$113K Hold
6,144
– – ﹤0.01% 1784
2016
Q3 		$113K Buy
6,144
+1,650
+37% +$29.1K ﹤0.01% 1766
2016
Q2 		$73K Buy
4,494
+246
+6% +$4.01K ﹤0.01% 1870
2016
Q1 		$71K Hold
4,248
– – ﹤0.01% 1849
2015
Q4 		$69K Hold
4,248
– – ﹤0.01% 1859
2015
Q3 		$64K Buy
+4,248
New +$66.4K ﹤0.01% 1872
2015
Q2 		– Sell
-5,250
Closed -$85K – 2058
2015
Q1 		$85K Sell
5,250
-48
-0.9% -$768 ﹤0.01% 1660
2014
Q4 		$84K Sell
5,298
-1,218
-19% -$18.8K ﹤0.01% 1641
2014
Q3 		$99K Buy
6,516
+606
+10% +$9.23K ﹤0.01% 1490
2014
Q2 		$88K Sell
5,910
-2,964
-33% -$42.4K ﹤0.01% 1519
2014
Q1 		$125K Buy
8,874
+4,626
+109% +$63.9K ﹤0.01% 1257
2013
Q4 		$59K Hold
4,248
– – ﹤0.01% 1490
2013
Q3 		$53K Sell
4,248
-1,800
-30% -$22K ﹤0.01% 1474
2013
Q2 		$70K Buy
+6,048
New +$71.7K ﹤0.01% 1189

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Creative Planning's IXN Position: Q2 2026 in Review

Creative Planning increased its iShares Global Tech ETF (IXN) stake by 6.2% in Q2 2026, buying an estimated $319K and bringing the position to 42,661 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Creative Planning first reported a position in IXN in Q2 2013 and has held it in 52 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Creative Planning held 42,661 shares of iShares Global Tech ETF worth $6.16M as of Q2 2026.
  • Creative Planning bought 2,473 iShares Global Tech ETF shares in Q2 2026, an estimated $319K.
  • iShares Global Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1239 holding.
  • Creative Planning first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 52 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.