First Heartland Consultants’s iShares Global Tech ETF IXN Stock Holding History

First Heartland Consultants’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	$403K	Sell	2,720 -230	-8%	-$32.1K	0.03%	388
2026 Q2	$426K	Buy	+2,950	New	+$380K	0.03%	359
2024 Q4	–	Sell	-3,810	Closed	-$314K	–	477
2024 Q3	$314K	Buy	3,810 +80	+2%	+$6.46K	0.03%	322
2024 Q2	$309K	Buy	+3,730	New	+$284K	0.02%	339
2022 Q1	–	Sell	-4,246	Closed	-$273K	–	383
2021 Q4	$273K	Sell	4,246 -1,815	-30%	-$112K	0.01%	293
2021 Q3	$343K	Buy	+6,061	New	+$355K	0.05%	255
2021 Q2	–	Sell	-4,608	Closed	-$236K	–	416
2021 Q1	$236K	Buy	+4,608	New	+$236K	0.04%	337

Other funds holding IXN

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

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

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

First Heartland Consultants's IXN Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Global Tech ETF (IXN) stake by 7.8% in Q3 2026, selling an estimated $32.1K and leaving 2,720 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #388.

First Heartland Consultants first reported a position in IXN in Q1 2021 and has held it in 7 quarters since. The position peaked at $426K in Q2 2026. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

First Heartland Consultants held 2,720 shares of iShares Global Tech ETF worth $403K as of Q3 2026.
First Heartland Consultants sold 230 iShares Global Tech ETF shares in Q3 2026, an estimated $32.1K.
iShares Global Tech ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #388 holding.
First Heartland Consultants first reported a position in iShares Global Tech ETF in Q1 2021 and has held it in 7 quarters since.
First Heartland Consultants's iShares Global Tech ETF position peaked at $426K in Q2 2026.
29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.