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CX Institutional’s iShares Global Tech ETF IXN Stock Holding History

CX Institutional’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
Q3 		$119K Sell
803
-11,660
-94% -$1.63M ﹤0.01% 842
2026
Q2 		$1.8M Buy
12,463
+10,259
+465% +$1.32M 0.05% 261
2026
Q1 		$220K Buy
2,204
+1,244
+130% +$131K 0.01% 689
2025
Q4 		$101K Buy
960
+546
+132% +$57.7K ﹤0.01% 848
2025
Q3 		$43K Sell
414
-994
-71% -$96.1K ﹤0.01% 968
2025
Q2 		$130K Buy
1,408
+1,295
+1,146% +$105K ﹤0.01% 719
2025
Q1 		$9K Sell
113
-7,842
-99% -$649K ﹤0.01% 1024
2024
Q4 		$674K Buy
+7,955
New +$668K 0.03% 305
2023
Q2 		– Sell
-4,026
Closed -$219K – 522
2023
Q1 		$219K Buy
+4,026
New +$201K 0.01% 460
2022
Q3 		– Sell
-6,402
Closed -$293K – 815
2022
Q2 		$293K Buy
+6,402
New +$323K 0.02% 385
2020
Q4 		– Sell
-1,302
Closed -$57K – 879
2020
Q3 		$57K Buy
+1,302
New +$55.4K 0.01% 370
2019
Q3 		– Sell
-3,528
Closed -$106K – 875
2019
Q2 		$106K Buy
+3,528
New +$103K 0.02% 265

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CX Institutional's IXN Position: Q3 2026 in Review

CX Institutional reduced its iShares Global Tech ETF (IXN) stake by 94% in Q3 2026, selling an estimated $1.63M and leaving 803 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

CX Institutional first reported a position in IXN in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.8M in Q2 2026. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • CX Institutional held 803 shares of iShares Global Tech ETF worth $119K as of Q3 2026.
  • CX Institutional sold 11,660 iShares Global Tech ETF shares in Q3 2026, an estimated $1.63M.
  • iShares Global Tech ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #842 holding.
  • CX Institutional first reported a position in iShares Global Tech ETF in Q2 2019 and has held it in 12 quarters since.
  • CX Institutional's iShares Global Tech ETF position peaked at $1.8M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.