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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
2020
Q4 		– Sell
-99,798
Closed -$4.39M – 405
2020
Q3 		$4.39M Buy
+99,798
New +$4.24M 1.12% 25

Other funds holding IXN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 201 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.
  • 201 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.