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

EverSource 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 		$21.3K Buy
147
+90
+158% +$11.6K ﹤0.01% 2383
2026
Q1 		$5.7K Sell
57
-1,009
-95% -$107K ﹤0.01% 3207
2025
Q4 		$112K Sell
1,066
-728
-41% -$76.9K ﹤0.01% 1257
2025
Q3 		$185K Sell
1,794
-8,605
-83% -$832K 0.01% 943
2025
Q2 		$960K Buy
10,399
+4
+0% +$324 0.04% 290
2025
Q1 		$787K Buy
10,395
+28
+0.3% +$2.32K 0.04% 293
2024
Q4 		$879K Buy
10,367
+204
+2% +$17.1K 0.05% 262
2024
Q3 		$839K Buy
10,163
+13
+0.1% +$1.05K 0.05% 246
2024
Q2 		$819K Buy
10,150
+8,820
+663% +$672K 0.05% 244
2024
Q1 		$93.7K Buy
1,330
+65
+5% +$4.67K 0.01% 732
2023
Q4 		$86.2K Hold
1,265
– – 0.01% 694
2023
Q3 		$73.2K Hold
1,265
– – 0.01% 682
2023
Q2 		$78.7K Buy
1,265
+1,230
+3,514% +$69.7K 0.01% 663
2023
Q1 		$1.9K Sell
35
-27
-44% -$1.34K ﹤0.01% 1946
2022
Q4 		$2.78K Sell
62
-927
-94% -$42.3K ﹤0.01% 1809
2022
Q3 		$42K Buy
989
+20
+2% +$973 0.01% 675
2022
Q2 		$44K Sell
969
-1,522
-61% -$76.9K 0.01% 653
2022
Q1 		$144K Sell
2,491
-995
-29% -$57.4K 0.04% 286
2021
Q4 		$226K Buy
+3,486
New +$214K 0.06% 208

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

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

EverSource Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 158% in Q2 2026, buying an estimated $11.6K and bringing the position to 147 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

EverSource Wealth Advisors first reported a position in IXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $960K in Q2 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • EverSource Wealth Advisors held 147 shares of iShares Global Tech ETF worth $21.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 90 iShares Global Tech ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Global Tech ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2383 holding.
  • EverSource Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Global Tech ETF position peaked at $960K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.