GoalVest Advisory’s iShares Global Tech ETF IXN Stock Holding History

GoalVest Advisory’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	–	–	0.06%	102
2026 Q2	$312K	Hold	2,160	–	–	0.06%	103
2026 Q1	$216K	Hold	2,160	–	–	0.04%	142
2025 Q4	$227K	Buy	+2,160	New	+$228K	0.04%	142

Other funds holding IXN

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

GoalVest Advisory's IXN Position: Q3 2026 in Review

GoalVest Advisory held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 2,160 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #102.

GoalVest Advisory first reported a position in IXN in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

GoalVest Advisory held 2,160 shares of iShares Global Tech ETF worth $320K as of Q3 2026.
GoalVest Advisory left its iShares Global Tech ETF share count unchanged in Q3 2026.
iShares Global Tech ETF made up 0.06% of GoalVest Advisory's portfolio in Q3 2026, its #102 holding.
GoalVest Advisory first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.