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 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	$247	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 $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Essex Financial Services's IXN Position: Q1 2026 in Review

Essex Financial Services held its iShares Global Tech ETF (IXN) position steady in Q1 2026 at 12,944 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #232.

Essex Financial Services first reported a position in IXN in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.36M in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Essex Financial Services held 12,944 shares of iShares Global Tech ETF worth $1.29M as of Q1 2026.
Essex Financial Services left its iShares Global Tech ETF share count unchanged in Q1 2026.
iShares Global Tech ETF made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #232 holding.
Essex Financial Services first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 42 quarters since.
Essex Financial Services's iShares Global Tech ETF position peaked at $1.36M in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.