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Gentry Private Wealth’s iShares Global Tech ETF IXN Stock Holding History

Gentry Private Wealth’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 		$312K Hold
2,160
– – 0.16% 82
2026
Q1 		$216K Hold
2,160
– – 0.13% 90
2025
Q4 		$227K Hold
2,160
– – 0.14% 92
2025
Q3 		$223K Buy
+2,160
New +$209K 0.16% 87

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
PCH
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 $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Gentry Private Wealth's IXN Position: Q2 2026 in Review

Gentry Private Wealth held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,160 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #82.

Gentry Private Wealth first reported a position in IXN in Q3 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Gentry Private Wealth held 2,160 shares of iShares Global Tech ETF worth $312K as of Q2 2026.
  • Gentry Private Wealth left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.16% of Gentry Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Gentry Private Wealth first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.