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Ferguson Wellman Capital Management’s iShares Global Tech ETF IXN Stock Holding History

Ferguson Wellman Capital Management’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 		$759K Hold
5,123
– – 0.01% 257
2026
Q2 		$740K Buy
5,123
+1,689
+49% +$218K 0.01% 266
2026
Q1 		$343K Buy
+3,434
New +$363K ﹤0.01% 338

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

Ferguson Wellman Capital Management's IXN Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 5,123 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #257.

Ferguson Wellman Capital Management first reported a position in IXN in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Ferguson Wellman Capital Management held 5,123 shares of iShares Global Tech ETF worth $759K as of Q3 2026.
  • Ferguson Wellman Capital Management left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #257 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Global Tech ETF in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.