FP
IXN icon

Financial Perspectives’s iShares Global Tech ETF IXN Stock Holding History

Financial Perspectives’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 		$366K Buy
2,530
+3
+0.1% +$387 0.09% 123
2026
Q1 		$253K Hold
2,527
– – 0.07% 141
2025
Q4 		$265K Buy
2,527
+22
+0.9% +$2.32K 0.07% 141
2025
Q3 		$258K Hold
2,505
– – 0.07% 137
2025
Q2 		$231K Buy
2,505
+5
+0.2% +$405 0.07% 135
2025
Q1 		$189K Buy
2,500
+636
+34% +$52.7K 0.06% 143
2024
Q4 		$158K Buy
1,864
+5
+0.3% +$420 0.05% 163
2024
Q3 		$153K Hold
1,859
– – 0.05% 164
2024
Q2 		$154K Buy
1,859
+3
+0.2% +$229 0.06% 159
2024
Q1 		$139K Buy
1,856
+516
+39% +$37.1K 0.05% 171
2023
Q4 		$91.4K Buy
1,340
+4
+0.3% +$252 0.04% 209
2023
Q3 		$77.3K Hold
1,336
– – 0.04% 212
2023
Q2 		$83.1K Buy
1,336
+4
+0.3% +$227 0.04% 212
2023
Q1 		$72.4K Buy
1,332
+290
+28% +$14.4K 0.03% 225
2022
Q4 		$46.7K Buy
1,042
+4
+0.4% +$182 0.02% 255
2022
Q3 		$43.8K Buy
1,038
+267
+35% +$13K 0.02% 248
2022
Q2 		$35.2K Buy
+771
New +$39K 0.02% 272

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

Financial Perspectives's IXN Position: Q2 2026 in Review

Financial Perspectives increased its iShares Global Tech ETF (IXN) stake by 0.12% in Q2 2026, buying an estimated $387 and bringing the position to 2,530 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #123.

Financial Perspectives first reported a position in IXN in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Financial Perspectives held 2,530 shares of iShares Global Tech ETF worth $366K as of Q2 2026.
  • Financial Perspectives bought 3 iShares Global Tech ETF shares in Q2 2026, an estimated $387.
  • iShares Global Tech ETF made up 0.09% of Financial Perspectives's portfolio in Q2 2026, its #123 holding.
  • Financial Perspectives first reported a position in iShares Global Tech ETF in Q2 2022 and has held it in 17 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.