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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
Q3 		$434K Hold
2,931
– – 0.04% 130
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Graves Light Lenhart Wealth's IXN Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 2,931 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #130.

Graves Light Lenhart Wealth first reported a position in IXN in Q4 2020 and has held it in 20 quarters since. The position peaked at $465K in Q4 2021. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,931 shares of iShares Global Tech ETF worth $434K as of Q3 2026.
  • Graves Light Lenhart Wealth left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #130 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 20 quarters since.
  • Graves Light Lenhart Wealth's iShares Global Tech ETF position peaked at $465K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.