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Golden State Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Golden State Wealth 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
Q2 		$178K Buy
1,230
+1
+0.1% +$129 0.02% 436
2026
Q1 		$123K Hold
1,229
– – 0.01% 475
2025
Q4 		$129K Buy
1,229
+8
+0.7% +$845 0.01% 469
2025
Q3 		$126K Hold
1,221
– – 0.01% 454
2025
Q2 		$113K Sell
1,221
-283
-19% -$22.9K 0.01% 454
2025
Q1 		$114K Hold
1,504
– – 0.02% 415
2024
Q4 		$127K Buy
+1,504
New +$126K 0.02% 390
2022
Q1 		$428K Sell
7,379
-2,658
-26% -$153K 0.08% 191
2021
Q4 		$646K Buy
10,037
+1,477
+17% +$90.8K 0.11% 174
2021
Q3 		$485K Buy
8,560
+658
+8% +$38.5K 0.11% 167
2021
Q2 		$445K Buy
7,902
+264
+3% +$14.2K 0.1% 178
2021
Q1 		$391K Sell
7,638
-1,872
-20% -$95.8K 0.13% 121
2020
Q4 		$475K Buy
9,510
+2,772
+41% +$128K 0.14% 130
2020
Q3 		$296K Sell
6,738
-2,934
-30% -$125K 0.1% 144
2020
Q2 		$326K Buy
9,672
+4,380
+83% +$155K 0.08% 152
2020
Q1 		$161K Buy
+5,292
New +$183K 0.07% 183
2019
Q4 		– Sell
-588
Closed -$18K – 511
2019
Q3 		$18K Buy
588
+252
+75% +$7.66K 0.01% 632
2019
Q2 		$10K Hold
336
– – ﹤0.01% 748
2019
Q1 		$10K Buy
+336
New +$8.9K ﹤0.01% 778

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

Golden State Wealth Management's IXN Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Global Tech ETF (IXN) stake by 0.08% in Q2 2026, buying an estimated $129 and bringing the position to 1,230 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #436.

Golden State Wealth Management first reported a position in IXN in Q1 2019 and has held it in 19 quarters since. The position peaked at $646K in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Golden State Wealth Management held 1,230 shares of iShares Global Tech ETF worth $178K as of Q2 2026.
  • Golden State Wealth Management bought 1 iShares Global Tech ETF share in Q2 2026, an estimated $129.
  • iShares Global Tech ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Golden State Wealth Management first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's iShares Global Tech ETF position peaked at $646K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.