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Flagship Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Flagship Wealth 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
Q1 		$49.3K Hold
534
– – 0.02% 195
2025
Q4 		$56.1K Hold
534
– – 0.02% 209
2025
Q3 		$55.1K Hold
534
– – 0.02% 210
2025
Q2 		$49.3K Hold
534
– – 0.02% 210
2025
Q1 		$40.4K Hold
534
– – 0.02% 216
2024
Q4 		$45.3K Buy
+534
New +$44.9K 0.03% 201

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Flagship Wealth Advisors's IXN Position: Q1 2026 in Review

Flagship Wealth Advisors held its iShares Global Tech ETF (IXN) position steady in Q1 2026 at 534 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #195.

Flagship Wealth Advisors first reported a position in IXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $56.1K in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Flagship Wealth Advisors held 534 shares of iShares Global Tech ETF worth $49.3K as of Q1 2026.
  • Flagship Wealth Advisors left its iShares Global Tech ETF share count unchanged in Q1 2026.
  • iShares Global Tech ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #195 holding.
  • Flagship Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's iShares Global Tech ETF position peaked at $56.1K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.