Foundations Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Foundations Investment 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 Q2	$269K	Buy	+1,863	New	+$240K	﹤0.01%	1015
2022 Q4	–	Sell	-11,426	Closed	-$482K	–	455
2022 Q3	$482K	Sell	11,426 -1,293	-10%	-$62.9K	0.02%	256
2022 Q2	$590K	Sell	12,719 -38,657	-75%	-$1.95M	0.02%	203
2022 Q1	$2.75M	Buy	51,376 +1,284	+3%	+$74.1K	0.11%	74
2021 Q4	$3.14M	Sell	50,092 -11,533	-19%	-$709K	0.12%	69
2021 Q3	$3.48M	Buy	61,625 +40,727	+195%	+$2.38M	0.15%	55
2021 Q2	$1.2M	Sell	20,898 -15,192	-42%	-$818K	0.06%	95
2021 Q1	$1.92M	Buy	36,090 +25,494	+241%	+$1.31M	0.11%	62
2020 Q4	$539K	Buy	+10,596	New	+$490K	0.04%	112

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Foundations Investment Advisors's IXN Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,863 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IXN as recently as Q3 2022.

Foundations Investment Advisors first reported a position in IXN in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.48M in Q3 2021. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Foundations Investment Advisors held 1,863 shares of iShares Global Tech ETF worth $269K as of Q2 2026.
iShares Global Tech ETF was a new Foundations Investment Advisors position in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1015 holding.
Foundations Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 9 quarters since.
Foundations Investment Advisors's iShares Global Tech ETF position peaked at $3.48M in Q3 2021.
561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.