Essex Financial Services’s iShares Global Tech ETF IXN Stock Holding History

Essex Financial 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
2026 Q2	$1.85M	Sell	12,814 -130	-1%	-$16.8K	0.09%	197
2026 Q1	$1.29M	Hold	12,944	–	–	0.07%	232
2025 Q4	$1.36M	Hold	12,944	–	–	0.08%	214
2025 Q3	$1.34M	Hold	12,944	–	–	0.08%	215
2025 Q2	$1.2M	Sell	12,944 -61	-0.5%	-$4.94K	0.08%	224
2025 Q1	$985K	Sell	13,005 -326	-2%	-$27K	0.07%	232
2024 Q4	$1.13M	Sell	13,331 -326	-2%	-$27.4K	0.08%	213
2024 Q3	$1.15M	Sell	13,657 -38	-0.3%	-$3.07K	0.08%	211
2024 Q2	$1.04M	Hold	13,695	–	–	0.08%	228
2024 Q1	$1.02M	Hold	13,695	–	–	0.09%	205
2023 Q4	$934K	Hold	13,695	–	–	0.1%	202
2023 Q3	$792K	Hold	13,695	–	–	0.09%	209
2023 Q2	$852K	Hold	13,695	–	–	0.1%	200
2023 Q1	$744K	Sell	13,695 -1,000	-7%	-$49.8K	0.08%	230
2022 Q4	$658K	Sell	14,695 -4,939	-25%	-$225K	0.07%	234
2022 Q3	$828K	Sell	19,634 -1,100	-5%	-$53.5K	0.1%	189
2022 Q2	$948K	Hold	20,734	–	–	0.11%	186
2022 Q1	$1.2M	Buy	20,734 +13,956	+206%	+$806K	0.12%	177
2021 Q4	$436K	Buy	6,778 +44	+0.7%	+$2.7K	0.04%	309
2021 Q3	$382K	Buy	6,734 +2	+0%	+$117	0.04%	306
2021 Q2	$345K	Hold	6,732	–	–	0.05%	293
2021 Q1	$345K	Hold	6,732	–	–	0.06%	239
2020 Q4	$337K	Sell	6,732 -1,158	-15%	-$53.5K	0.07%	233
2020 Q3	$347K	Buy	7,890 +1,890	+32%	+$80.4K	0.09%	208
2020 Q2	$236K	Buy	+6,000	New	+$212K	0.07%	222
2018 Q2	–	Sell	-30,240	Closed	-$798K	–	317
2018 Q1	$798K	Buy	+30,240	New	+$815K	0.16%	141
2017 Q3	–	Sell	-27,000	Closed	-$589K	–	315
2017 Q2	$589K	Hold	27,000	–	–	0.12%	171
2017 Q1	$559K	Hold	27,000	–	–	0.13%	166
2016 Q4	$494K	Buy	27,000 +7,200	+36%	+$132K	0.11%	177
2016 Q3	$365K	Hold	19,800	–	–	0.09%	215
2016 Q2	$321K	Hold	19,800	–	–	0.08%	228
2016 Q1	$330K	Hold	19,800	–	–	0.08%	224
2015 Q4	$322K	Hold	19,800	–	–	0.08%	223
2015 Q3	$297K	Hold	19,800	–	–	0.08%	231
2015 Q2	$316K	Hold	19,800	–	–	0.08%	230
2015 Q1	$320K	Hold	19,800	–	–	0.08%	228
2014 Q4	$313K	Hold	19,800	–	–	0.08%	229
2014 Q3	$302K	Hold	19,800	–	–	0.09%	224
2014 Q2	$294K	Hold	19,800	–	–	0.09%	231
2014 Q1	$279K	Hold	19,800	–	–	0.09%	225
2013 Q4	$275K	Hold	19,800	–	–	0.09%	217
2013 Q3	$247K	Hold	19,800	–	–	0.08%	217
2013 Q2	$230K	Buy	+19,800	New	+$235K	0.08%	225

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Essex Financial Services's IXN Position: Q2 2026 in Review

Essex Financial Services reduced its iShares Global Tech ETF (IXN) stake by 1% in Q2 2026, selling an estimated $16.8K and leaving 12,814 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #197.

Essex Financial Services first reported a position in IXN in Q2 2013 and has held it in 43 quarters since. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Essex Financial Services held 12,814 shares of iShares Global Tech ETF worth $1.85M as of Q2 2026.
Essex Financial Services sold 130 iShares Global Tech ETF shares in Q2 2026, an estimated $16.8K.
iShares Global Tech ETF made up 0.09% of Essex Financial Services's portfolio in Q2 2026, its #197 holding.
Essex Financial Services first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 43 quarters since.
561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.