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 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	$309	Buy	+3,730	New	+$284K	0.02%	339
2022 Q1	–	Sell	-4,246	Closed	-$273	–	383
2021 Q4	$273	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

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return