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Dynamic Advisor Solutions’s iShares Global Tech ETF IXN Stock Holding History

Dynamic Advisor Solutions’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 Buy
9,440
+1,618
+21% +$209K 0.04% 413
2026
Q1 		$782K Sell
7,822
-149
-2% -$15.7K 0.02% 523
2025
Q4 		$837K Buy
7,971
+13
+0.2% +$1.37K 0.03% 503
2025
Q3 		$821K Sell
7,958
-300
-4% -$29K 0.02% 511
2025
Q2 		$763K Sell
8,258
-7
-0.1% -$567 0.02% 509
2025
Q1 		$626K Sell
8,265
-18
-0.2% -$1.49K 0.02% 532
2024
Q4 		$702K Sell
8,283
-235
-3% -$19.7K 0.03% 378
2024
Q3 		$703K Sell
8,518
-1,590
-16% -$128K 0.02% 542
2024
Q2 		$837K Sell
10,108
-15
-0.1% -$1.14K 0.03% 497
2024
Q1 		$757K Sell
10,123
-232
-2% -$16.7K 0.03% 501
2023
Q4 		$675K Sell
10,355
-343
-3% -$21.6K 0.03% 506
2023
Q3 		$619K Buy
10,698
+11
+0.1% +$669 0.03% 466
2023
Q2 		$665K Buy
10,687
+2,806
+36% +$159K 0.03% 431
2023
Q1 		$428K Buy
+7,881
New +$393K 0.03% 508
2022
Q2 		– Sell
-3,516
Closed -$204K – 735
2022
Q1 		$204K Buy
+3,516
New +$203K 0.01% 678
2021
Q4 		– Sell
-4,015
Closed -$228K – 763
2021
Q3 		$228K Sell
4,015
-4,343
-52% -$254K 0.02% 659
2021
Q2 		$470K Sell
8,358
-1,320
-14% -$71K 0.04% 448
2021
Q1 		$496K Sell
9,678
-90
-0.9% -$4.61K 0.05% 390
2020
Q4 		$489K Sell
9,768
-1,050
-10% -$48.5K 0.05% 365
2020
Q3 		$475K Sell
10,818
-696
-6% -$29.6K 0.05% 325
2020
Q2 		$452K Sell
11,514
-954
-8% -$33.8K 0.06% 296
2020
Q1 		$379K Sell
12,468
-684
-5% -$23.6K 0.07% 293
2019
Q4 		$461K Buy
+13,152
New +$432K 0.06% 321

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

Dynamic Advisor Solutions's IXN Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Global Tech ETF (IXN) stake by 21% in Q2 2026, buying an estimated $209K and bringing the position to 9,440 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #413.

Dynamic Advisor Solutions first reported a position in IXN in Q4 2019 and has held it in 23 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Dynamic Advisor Solutions held 9,440 shares of iShares Global Tech ETF worth $1.36M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,618 iShares Global Tech ETF shares in Q2 2026, an estimated $209K.
  • iShares Global Tech ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #413 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 23 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.