Harbor Asset Planning
IXN icon

Harbor Asset Planning’s iShares Global Tech ETF IXN Stock Holding History

Harbor Asset Planning’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 		$65.6K Hold
443
– – 0.05% 191
2026
Q2 		$64K Buy
443
+1
+0.2% +$129 0.05% 198
2026
Q1 		$44.2K Hold
442
– – 0.04% 216
2025
Q4 		$46.4K Buy
442
+4
+0.9% +$422 0.04% 202
2025
Q3 		$45.2K Hold
438
– – 0.04% 194
2025
Q2 		$40.5K Buy
+438
New +$35.5K 0.04% 197

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's IXN Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 443 shares worth $65.6K. The position accounts for 0.05% of the portfolio, ranked #191.

Harbor Asset Planning first reported a position in IXN in Q2 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Harbor Asset Planning held 443 shares of iShares Global Tech ETF worth $65.6K as of Q3 2026.
  • Harbor Asset Planning left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #191 holding.
  • Harbor Asset Planning first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.