Gentry Private Wealth
IXN icon

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
Q3 		$320K Hold
2,160
– – 0.16% 81
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gentry Private Wealth's IXN Position: Q3 2026 in Review

Gentry Private Wealth held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 2,160 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #81.

Gentry Private Wealth first reported a position in IXN in Q3 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Gentry Private Wealth held 2,160 shares of iShares Global Tech ETF worth $320K as of Q3 2026.
  • Gentry Private Wealth left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.16% of Gentry Private Wealth's portfolio in Q3 2026, its #81 holding.
  • Gentry Private Wealth first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.