Curio Wealth’s iShares Global Tech ETF IXN Stock Holding History

Curio 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	–	Sell	-2	Closed	-$200	–	610
2026 Q1	$200	Buy	+2	New	+$211	﹤0.01%	776

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

Curio Wealth's IXN Position: Q2 2026 in Review

Curio Wealth sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 2 shares — an estimated $200 sold.

Curio Wealth first reported a position in IXN in Q1 2026 and held it in 1 quarter. The position peaked at $200 in Q1 2026. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Curio Wealth reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 iShares Global Tech ETF shares in Q2 2026, an estimated $200.
Curio Wealth first reported a position in iShares Global Tech ETF in Q1 2026 and held it in 1 quarter.
Curio Wealth's iShares Global Tech ETF position peaked at $200 in Q1 2026.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.