BPI
IXN icon

BFC Planning, Inc.’s iShares Global Tech ETF IXN Stock Holding History

BFC Planning, Inc.’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 		$3.76M Buy
26,039
+1,802
+7% +$232K 0.15% 147
2026
Q1 		$2.42M Buy
24,237
+1,267
+6% +$134K 0.11% 190
2025
Q4 		$2.41M Buy
22,970
+96
+0.4% +$10.1K 0.11% 184
2025
Q3 		$2.36M Buy
22,874
+720
+3% +$69.6K 0.17% 105
2025
Q2 		$2.05M Sell
22,154
-97
-0.4% -$7.86K 0.16% 122
2025
Q1 		$1.69M Sell
22,251
-5,453
-20% -$451K 0.15% 131
2024
Q4 		$2.35M Buy
+27,704
New +$2.33M 0.2% 95

Other funds holding IXN

Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
PGIM Custom Harvest
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 $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

BFC Planning, Inc.'s IXN Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Global Tech ETF (IXN) stake by 7.4% in Q2 2026, buying an estimated $232K and bringing the position to 26,039 shares worth $3.76M. The position accounts for 0.15% of the portfolio, ranked #147.

BFC Planning, Inc. first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • BFC Planning, Inc. held 26,039 shares of iShares Global Tech ETF worth $3.76M as of Q2 2026.
  • BFC Planning, Inc. bought 1,802 iShares Global Tech ETF shares in Q2 2026, an estimated $232K.
  • iShares Global Tech ETF made up 0.15% of BFC Planning, Inc.'s portfolio in Q2 2026, its #147 holding.
  • BFC Planning, Inc. first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.