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Decision Investments’s iShares Global Tech ETF IXN Stock Holding History

Decision Investments’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 		$4.47M Sell
30,168
-130
-0.4% -$18.2K 4.05% 4
2026
Q2 		$4.38M Buy
30,298
+70
+0.2% +$9.03K 3.99% 4
2026
Q1 		$3.02M Sell
30,228
-948
-3% -$100K 3.44% 4
2025
Q4 		$3.27M Buy
+31,176
New +$3.29M 3.58% 4

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Decision Investments's IXN Position: Q3 2026 in Review

Decision Investments reduced its iShares Global Tech ETF (IXN) stake by 0.43% in Q3 2026, selling an estimated $18.2K and leaving 30,168 shares worth $4.47M. The position accounts for 4.05% of the portfolio, ranked #4.

Decision Investments first reported a position in IXN in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Decision Investments held 30,168 shares of iShares Global Tech ETF worth $4.47M as of Q3 2026.
  • Decision Investments sold 130 iShares Global Tech ETF shares in Q3 2026, an estimated $18.2K.
  • iShares Global Tech ETF made up 4.05% of Decision Investments's portfolio in Q3 2026, its #4 holding.
  • Decision Investments first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.