Guardian Wealth Advisors (North Carolina)’s iShares Global Tech ETF IXN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$784K	Hold	5,425	–	–	0.04%	181
2026 Q1	$542K	Sell	5,425 -28	-0.5%	-$2.96K	0.03%	207
2025 Q4	$573K	Buy	5,453 +4	+0.1%	+$422	0.04%	204
2025 Q3	$562K	Hold	5,449	–	–	0.04%	192
2025 Q2	$503K	Buy	5,449 +1	+0%	+$81	0.04%	197
2025 Q1	$413K	Hold	5,448	–	–	0.03%	208
2024 Q4	$462K	Buy	5,448 +486	+10%	+$40.8K	0.04%	199
2024 Q3	$410K	Hold	4,962	–	–	0.04%	183
2024 Q2	$411K	Buy	4,962 +10	+0.2%	+$762	0.05%	176
2024 Q1	$370K	Hold	4,952	–	–	0.05%	189
2023 Q4	$338K	Buy	4,952 +15	+0.3%	+$943	0.05%	181
2023 Q3	$286K	Hold	4,937	–	–	0.05%	189
2023 Q2	$307K	Buy	4,937 +13	+0.3%	+$737	0.05%	170
2023 Q1	$268K	Buy	4,924 +4,900	+20,417%	+$244K	0.05%	174
2022 Q4	$1.08K	Hold	24	–	–	﹤0.01%	358
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	334
2022 Q2	$1K	Buy	+24	New	+$1.21K	﹤0.01%	342

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IXN Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 5,425 shares worth $784K. The position accounts for 0.04% of the portfolio, ranked #181.

Guardian Wealth Advisors (North Carolina) first reported a position in IXN in Q2 2022 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 5,425 shares of iShares Global Tech ETF worth $784K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #181 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Global Tech ETF in Q2 2022 and has held it in 17 quarters since.
557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.