Grey Fox Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Grey Fox Wealth Advisors’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
2025 Q4	–	Sell	-92	Closed	-$9.53K	–	385
2025 Q3	$9.53K	Buy	+92	New	+$8.89K	﹤0.01%	414
2023 Q2	–	Sell	-116	Closed	-$6.31K	–	313
2023 Q1	$6.31K	Buy	+116	New	+$5.78K	﹤0.01%	336

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Grey Fox Wealth Advisors's IXN Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 92 shares — an estimated $9.53K sold.

Grey Fox Wealth Advisors first reported a position in IXN in Q1 2023 and held it in 2 quarters. The position peaked at $9.53K in Q3 2025. 494 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 92 iShares Global Tech ETF shares in Q4 2025, an estimated $9.53K.
Grey Fox Wealth Advisors first reported a position in iShares Global Tech ETF in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's iShares Global Tech ETF position peaked at $9.53K in Q3 2025.
494 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.