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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
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 $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

Gentry Private Wealth's IXN Position: Q1 2026 in Review

Gentry Private Wealth held its iShares Global Tech ETF (IXN) position steady in Q1 2026 at 2,160 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #90.

Gentry Private Wealth first reported a position in IXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Gentry Private Wealth held 2,160 shares of iShares Global Tech ETF worth $216K as of Q1 2026.
  • Gentry Private Wealth left its iShares Global Tech ETF share count unchanged in Q1 2026.
  • iShares Global Tech ETF made up 0.13% of Gentry Private Wealth's portfolio in Q1 2026, its #90 holding.
  • Gentry Private Wealth first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Gentry Private Wealth's iShares Global Tech ETF position peaked at $227K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.