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Graves Light Lenhart Wealth’s iShares Global Tech ETF IXN Stock Holding History

Graves Light Lenhart 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
Q2 		$423K Sell
2,931
-69
-2% -$8.9K 0.04% 135
2026
Q1 		$300K Hold
3,000
– – 0.03% 151
2025
Q4 		$315K Hold
3,000
– – 0.03% 147
2025
Q3 		$310K Hold
3,000
– – 0.03% 150
2025
Q2 		$277K Hold
3,000
– – 0.03% 153
2025
Q1 		$227K Hold
3,000
– – 0.03% 167
2024
Q4 		$254K Hold
3,000
– – 0.03% 155
2024
Q3 		$248K Sell
3,000
-61
-2% -$4.93K 0.03% 159
2024
Q2 		$256K Buy
3,061
+61
+2% +$4.65K 0.03% 161
2024
Q1 		$224K Hold
3,000
– – 0.03% 167
2023
Q4 		$205K Buy
+3,000
New +$189K 0.03% 172
2023
Q3 		– Sell
-3,276
Closed -$204K – 182
2023
Q2 		$204K Buy
+3,276
New +$186K 0.03% 174
2022
Q3 		– Sell
-6,928
Closed -$317K – 368
2022
Q2 		$317K Sell
6,928
-296
-4% -$15K 0.05% 133
2022
Q1 		$419K Hold
7,224
– – 0.06% 123
2021
Q4 		$465K Hold
7,224
– – 0.07% 123
2021
Q3 		$409K Hold
7,224
– – 0.06% 118
2021
Q2 		$406K Buy
7,224
+372
+5% +$20K 0.07% 119
2021
Q1 		$351K Buy
6,852
+1,140
+20% +$58.4K 0.06% 131
2020
Q4 		$286K Buy
+5,712
New +$264K 0.05% 134

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

Graves Light Lenhart Wealth's IXN Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its iShares Global Tech ETF (IXN) stake by 2.3% in Q2 2026, selling an estimated $8.9K and leaving 2,931 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #135.

Graves Light Lenhart Wealth first reported a position in IXN in Q4 2020 and has held it in 19 quarters since. The position peaked at $465K in Q4 2021. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,931 shares of iShares Global Tech ETF worth $423K as of Q2 2026.
  • Graves Light Lenhart Wealth sold 69 iShares Global Tech ETF shares in Q2 2026, an estimated $8.9K.
  • iShares Global Tech ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #135 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 19 quarters since.
  • Graves Light Lenhart Wealth's iShares Global Tech ETF position peaked at $465K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.