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GeoWealth Management’s iShares Global Tech ETF IXN Stock Holding History

GeoWealth Management’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 		– Sell
-17,988
Closed -$1.89M – 882
2025
Q4 		$1.89M Sell
17,988
-12,238
-40% -$1.29M 0.07% 161
2025
Q3 		$3.12M Buy
+30,226
New +$2.92M 0.11% 120

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

GeoWealth Management's IXN Position: Q1 2026 in Review

GeoWealth Management sold out of iShares Global Tech ETF (IXN) in Q1 2026, closing a stake of 17,988 shares — an estimated $1.89M sold.

GeoWealth Management first reported a position in IXN in Q3 2025 and held it in 2 quarters. The position peaked at $3.12M in Q3 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • GeoWealth Management reported no remaining iShares Global Tech ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 17,988 iShares Global Tech ETF shares in Q1 2026, an estimated $1.89M.
  • GeoWealth Management first reported a position in iShares Global Tech ETF in Q3 2025 and held it in 2 quarters.
  • GeoWealth Management's iShares Global Tech ETF position peaked at $3.12M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.