Creekmur Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Creekmur Asset Management’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	$7.65K	Sell	74 -781	-91%	-$75.5K	﹤0.01%	541
2025 Q2	$78.9K	Buy	855 +2	+0.2%	+$162	0.01%	291
2025 Q1	$64.6K	Sell	853 -1	-0.1%	-$83	0.01%	286
2024 Q4	$72.4K	Buy	854 +2	+0.2%	+$168	0.02%	188
2024 Q3	$70.3K	Sell	852 -80	-9%	-$6.46K	0.02%	187
2024 Q2	$77.2K	Sell	932 -1,166	-56%	-$88.8K	0.02%	199
2024 Q1	$157K	Sell	2,098 -2,252	-52%	-$162K	0.05%	136
2023 Q4	$297K	Buy	+4,350	New	+$274K	0.09%	106

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

Creekmur Asset Management's IXN Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Global Tech ETF (IXN) stake by 91% in Q3 2025, selling an estimated $75.5K and leaving 74 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Creekmur Asset Management first reported a position in IXN in Q4 2023 and has held it in 8 quarters since. The position peaked at $297K in Q4 2023. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Creekmur Asset Management held 74 shares of iShares Global Tech ETF worth $7.65K as of Q3 2025.
Creekmur Asset Management sold 781 iShares Global Tech ETF shares in Q3 2025, an estimated $75.5K.
iShares Global Tech ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #541 holding.
Creekmur Asset Management first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Global Tech ETF position peaked at $297K in Q4 2023.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.