Gallagher Fiduciary Advisors’s iShares Global Tech ETF IXN Stock Holding History

Gallagher Fiduciary 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
2025 Q3	–	Sell	-3,720	Closed	-$344K	–	327
2025 Q2	$344K	Hold	3,720	–	–	0.01%	234
2025 Q1	$282K	Hold	3,720	–	–	0.01%	246
2024 Q4	$315K	Hold	3,720	–	–	0.06%	214
2024 Q3	$307K	Hold	3,720	–	–	0.06%	194
2024 Q2	$308K	Hold	3,720	–	–	0.07%	154
2024 Q1	$278K	Hold	3,720	–	–	0.01%	158
2023 Q4	$254K	Hold	3,720	–	–	0.01%	159
2023 Q3	$215K	Hold	3,720	–	–	0.02%	160
2023 Q2	$231K	Hold	3,720	–	–	0.02%	191
2023 Q1	$202K	Buy	+3,720	New	+$185K	0.02%	193

Other funds holding IXN

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gallagher Fiduciary Advisors's IXN Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 3,720 shares — an estimated $344K sold.

Gallagher Fiduciary Advisors first reported a position in IXN in Q1 2023 and held it in 10 quarters. The position peaked at $344K in Q2 2025. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 3,720 iShares Global Tech ETF shares in Q3 2025, an estimated $344K.
Gallagher Fiduciary Advisors first reported a position in iShares Global Tech ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's iShares Global Tech ETF position peaked at $344K in Q2 2025.
450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.