Cypress Wealth Services
IXN icon

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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cypress Wealth Services's IXN Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares Global Tech ETF (IXN) stake by 0.14% in Q3 2026, selling an estimated $1.82K and leaving 9,411 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #94.

Cypress Wealth Services first reported a position in IXN in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.66M in Q1 2021. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Cypress Wealth Services held 9,411 shares of iShares Global Tech ETF worth $1.44M as of Q3 2026.
  • Cypress Wealth Services sold 13 iShares Global Tech ETF shares in Q3 2026, an estimated $1.82K.
  • iShares Global Tech ETF made up 0.17% of Cypress Wealth Services's portfolio in Q3 2026, its #94 holding.
  • Cypress Wealth Services first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 30 quarters since.
  • Cypress Wealth Services's iShares Global Tech ETF position peaked at $5.66M in Q1 2021.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.