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Cypress Wealth Services’s iShares Global Tech ETF IXN Stock Holding History

Cypress Wealth Services’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 		$1.36M Sell
9,424
-76
-0.8% -$9.8K 0.17% 100
2026
Q1 		$950K Sell
9,500
-229
-2% -$24.2K 0.13% 127
2025
Q4 		$1.02M Sell
9,729
-548
-5% -$57.9K 0.14% 119
2025
Q3 		$1.06M Sell
10,277
-82
-0.8% -$7.92K 0.17% 96
2025
Q2 		$957K Sell
10,359
-244
-2% -$19.8K 0.17% 103
2025
Q1 		$803K Sell
10,603
-315
-3% -$26.1K 0.16% 103
2024
Q4 		$925K Sell
10,918
-653
-6% -$54.9K 0.19% 90
2024
Q3 		$955K Sell
11,571
-70
-0.6% -$5.66K 0.2% 88
2024
Q2 		$964K Sell
11,641
-31
-0.3% -$2.36K 0.21% 77
2024
Q1 		$873K Sell
11,672
-1,958
-14% -$141K 0.2% 88
2023
Q4 		$929K Sell
13,630
-1,740
-11% -$109K 0.23% 78
2023
Q3 		$889K Sell
15,370
-703
-4% -$42.7K 0.25% 81
2023
Q2 		$1.03M Sell
16,073
-1,312
-8% -$74.4K 0.27% 72
2023
Q1 		$945K Sell
17,385
-11,808
-40% -$588K 0.28% 72
2022
Q4 		$1.31M Sell
29,193
-1,952
-6% -$89K 0.42% 60
2022
Q3 		$1.34M Sell
31,145
-7,687
-20% -$374K 0.46% 55
2022
Q2 		$1.77M Sell
38,832
-19,571
-34% -$989K 0.57% 44
2022
Q1 		$3.39M Sell
58,403
-14,369
-20% -$830K 0.92% 28
2021
Q4 		$4.69M Sell
72,772
-3,200
-4% -$197K 1.28% 22
2021
Q3 		$4.3M Buy
75,972
+3,180
+4% +$186K 1.29% 22
2021
Q2 		$4.09M Sell
72,792
-37,500
-34% -$2.02M 1.12% 22
2021
Q1 		$5.66M Buy
110,292
+5,106
+5% +$261K 1.18% 22
2020
Q4 		$5.26M Buy
+105,186
New +$4.86M 1.17% 22
2020
Q3 		– Sell
-95,886
Closed -$4.08M – 387
2020
Q2 		$3.76M Buy
95,886
+27,642
+41% +$978K 0.9% 32
2020
Q1 		$2.07M Buy
68,244
+6,708
+11% +$232K 0.61% 48
2019
Q4 		$2.16M Buy
61,536
+36,810
+149% +$1.21M 0.54% 56
2019
Q3 		$762K Buy
24,726
+5,268
+27% +$160K 0.21% 110
2019
Q2 		$582K Sell
19,458
-642
-3% -$18.8K 0.17% 120
2019
Q1 		$573K Buy
+20,100
New +$532K 0.18% 111

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

Cypress Wealth Services's IXN Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Global Tech ETF (IXN) stake by 0.8% in Q2 2026, selling an estimated $9.8K and leaving 9,424 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #100.

Cypress Wealth Services first reported a position in IXN in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.66M in Q1 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Cypress Wealth Services held 9,424 shares of iShares Global Tech ETF worth $1.36M as of Q2 2026.
  • Cypress Wealth Services sold 76 iShares Global Tech ETF shares in Q2 2026, an estimated $9.8K.
  • iShares Global Tech ETF made up 0.17% of Cypress Wealth Services's portfolio in Q2 2026, its #100 holding.
  • Cypress Wealth Services first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 29 quarters since.
  • Cypress Wealth Services's iShares Global Tech ETF position peaked at $5.66M in Q1 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.