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EP Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

EP Wealth 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
Q2 		$646K Buy
4,474
+326
+8% +$42K ﹤0.01% 913
2026
Q1 		$415K Sell
4,148
-402
-9% -$42.5K ﹤0.01% 990
2025
Q4 		$478K Buy
+4,550
New +$480K ﹤0.01% 900
2025
Q2 		$416K Buy
4,504
+77
+2% +$6.24K ﹤0.01% 857
2025
Q1 		$335K Buy
4,427
+93
+2% +$7.7K ﹤0.01% 860
2024
Q4 		$367K Sell
4,334
-63
-1% -$5.29K ﹤0.01% 791
2024
Q3 		$363K Buy
4,397
+548
+14% +$44.3K ﹤0.01% 793
2024
Q2 		$319K Buy
3,849
+2
+0.1% +$152 ﹤0.01% 638
2024
Q1 		$288K Hold
3,847
– – ﹤0.01% 640
2023
Q4 		$262K Buy
3,847
+3
+0.1% +$189 ﹤0.01% 656
2023
Q3 		$222K Sell
3,844
-33,940
-90% -$2.06M ﹤0.01% 636
2023
Q2 		$241K Buy
37,784
+30,543
+422% +$1.73M ﹤0.01% 611
2023
Q1 		$604K Buy
7,241
+3,622
+100% +$180K 0.01% 384
2022
Q4 		$162K Buy
+3,619
New +$165K ﹤0.01% 567
2022
Q3 		– Sell
-4,174
Closed -$191K – 481
2022
Q2 		$191K Sell
4,174
-2,350
-36% -$119K ﹤0.01% 580
2022
Q1 		$378K Buy
6,524
+2,360
+57% +$136K 0.01% 440
2021
Q4 		$268K Hold
4,164
– – 0.01% 478
2021
Q3 		$236K Hold
4,164
– – 0.01% 479
2021
Q2 		$234K Sell
4,164
-2,592
-38% -$139K 0.01% 492
2021
Q1 		$346K Buy
6,756
+1,512
+29% +$77.4K 0.01% 382
2020
Q4 		$262K Buy
5,244
+84
+2% +$3.88K 0.01% 369
2020
Q3 		$227K Sell
5,160
-54
-1% -$2.3K 0.01% 326
2020
Q2 		$205K Sell
5,214
-2,484
-32% -$87.9K 0.01% 353
2020
Q1 		$234K Sell
7,698
-2,814
-27% -$97.3K 0.01% 333
2019
Q4 		$369K Sell
10,512
-6,756
-39% -$222K 0.02% 311
2019
Q3 		$532K Sell
17,268
-384
-2% -$11.7K 0.03% 219
2019
Q2 		$528K Buy
+17,652
New +$516K 0.03% 189

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

EP Wealth Advisors's IXN Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 7.9% in Q2 2026, buying an estimated $42K and bringing the position to 4,474 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

EP Wealth Advisors first reported a position in IXN in Q2 2019 and has held it in 27 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • EP Wealth Advisors held 4,474 shares of iShares Global Tech ETF worth $646K as of Q2 2026.
  • EP Wealth Advisors bought 326 iShares Global Tech ETF shares in Q2 2026, an estimated $42K.
  • iShares Global Tech ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #913 holding.
  • EP Wealth Advisors first reported a position in iShares Global Tech ETF in Q2 2019 and has held it in 27 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.