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Farther Finance Advisors’s iShares Global Tech ETF IXN Stock Holding History

Farther Finance 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
Q3 		$2.68M Buy
18,112
+1,420
+9% +$198K 0.02% 645
2026
Q2 		$2.41M Buy
16,692
+661
+4% +$85.3K 0.02% 660
2026
Q1 		$1.63M Sell
16,031
-173
-1% -$18.3K 0.02% 740
2025
Q4 		$1.7M Buy
16,204
+14,180
+701% +$1.5M 0.02% 649
2025
Q3 		$209K Buy
2,024
+463
+30% +$44.7K ﹤0.01% 1587
2025
Q2 		$144K Buy
1,561
+116
+8% +$9.4K ﹤0.01% 1565
2025
Q1 		$110K Sell
1,445
-41
-3% -$3.4K ﹤0.01% 1494
2024
Q4 		$126K Sell
1,486
-4
-0.3% -$336 ﹤0.01% 1210
2024
Q3 		$123K Sell
1,490
-16
-1% -$1.29K ﹤0.01% 1211
2024
Q2 		$126K Buy
1,506
+24
+2% +$1.83K 0.01% 1035
2024
Q1 		$111K Sell
1,482
-163
-10% -$11.7K 0.01% 916
2023
Q4 		$112K Buy
1,645
+203
+14% +$12.8K 0.01% 757
2023
Q3 		$83.4K Sell
1,442
-346
-19% -$21K 0.01% 623
2023
Q2 		$111K Sell
1,788
-668
-27% -$37.9K 0.02% 434
2023
Q1 		$133K Sell
2,456
-2,452
-50% -$122K 0.04% 332
2022
Q4 		$220K Buy
+4,908
New +$224K 0.09% 210

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's IXN Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Global Tech ETF (IXN) stake by 8.5% in Q3 2026, buying an estimated $198K and bringing the position to 18,112 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #645.

Farther Finance Advisors first reported a position in IXN in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Farther Finance Advisors held 18,112 shares of iShares Global Tech ETF worth $2.68M as of Q3 2026.
  • Farther Finance Advisors bought 1,420 iShares Global Tech ETF shares in Q3 2026, an estimated $198K.
  • iShares Global Tech ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #645 holding.
  • Farther Finance Advisors first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.