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Eldridge Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Eldridge Investment Advisors’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
Q1 		$977K Sell
9,776
-75
-0.8% -$7.92K 0.21% 72
2025
Q4 		$1.03M Sell
9,851
-17
-0.2% -$1.79K 0.23% 74
2025
Q3 		$1.02M Hold
9,868
– – 0.23% 74
2025
Q2 		$911K Buy
9,868
+2
+0% +$162 0.19% 81
2025
Q1 		$747K Sell
9,866
-8,989
-48% -$744K 0.17% 90
2024
Q4 		$1.6M Sell
18,855
-655
-3% -$55K 0.37% 59
2024
Q3 		$1.61M Buy
19,510
+2,345
+14% +$189K 0.38% 60
2024
Q2 		$1.42M Buy
17,165
+68
+0.4% +$5.18K 0.36% 64
2024
Q1 		$1.28M Sell
17,097
-875
-5% -$62.8K 0.33% 65
2023
Q4 		$1.23M Sell
17,972
-399
-2% -$25.1K 0.32% 68
2023
Q3 		$1.06M Sell
18,371
-1,028
-5% -$62.5K 0.35% 58
2023
Q2 		$1.21M Sell
19,399
-3,449
-15% -$195K 0.39% 51
2023
Q1 		$1.24M Sell
22,848
-720
-3% -$35.9K 0.43% 52
2022
Q4 		$1.06M Sell
23,568
-3,670
-13% -$167K 0.37% 51
2022
Q3 		$1.15M Sell
27,238
-1,102
-4% -$53.6K 0.45% 45
2022
Q2 		$1.29M Sell
28,340
-504
-2% -$25.5K 0.49% 40
2022
Q1 		$1.67M Sell
28,844
-275
-0.9% -$15.9K 0.57% 34
2021
Q4 		$1.88M Buy
29,119
+2,536
+10% +$156K 0.62% 28
2021
Q3 		$1.51M Buy
26,583
+1,257
+5% +$73.6K 0.54% 35
2021
Q2 		$1.43M Buy
25,326
+2,286
+10% +$123K 0.52% 37
2021
Q1 		$1.18M Sell
23,040
-894
-4% -$45.8K 0.46% 37
2020
Q4 		$1.2M Buy
23,934
+90
+0.4% +$4.16K 0.5% 34
2020
Q3 		$1.05M Buy
23,844
+3,684
+18% +$157K 0.49% 33
2020
Q2 		$791K Buy
20,160
+2,106
+12% +$74.5K 0.39% 36
2020
Q1 		$549K Buy
+18,054
New +$624K 0.31% 47

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Eldridge Investment Advisors's IXN Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.76% in Q1 2026, selling an estimated $7.92K and leaving 9,776 shares worth $977K. The position accounts for 0.21% of the portfolio, ranked #72.

Eldridge Investment Advisors first reported a position in IXN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.88M in Q4 2021. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Eldridge Investment Advisors held 9,776 shares of iShares Global Tech ETF worth $977K as of Q1 2026.
  • Eldridge Investment Advisors sold 75 iShares Global Tech ETF shares in Q1 2026, an estimated $7.92K.
  • iShares Global Tech ETF made up 0.21% of Eldridge Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Eldridge Investment Advisors first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 25 quarters since.
  • Eldridge Investment Advisors's iShares Global Tech ETF position peaked at $1.88M in Q4 2021.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.