HB Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

HB Wealth Management’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	$936K	Hold	6,480	–	–	0.01%	774
2026 Q1	$648K	Buy	6,480 +1,118	+21%	+$118K	﹤0.01%	853
2025 Q4	$563K	Hold	5,362	–	–	﹤0.01%	858
2025 Q3	$553K	Buy	5,362 +1,314	+32%	+$127K	﹤0.01%	820
2025 Q2	$374K	Sell	4,048 -1,814	-31%	-$147K	﹤0.01%	857
2025 Q1	$444K	Buy	5,862 +1,338	+30%	+$111K	﹤0.01%	804
2024 Q4	$383K	Hold	4,524	–	–	﹤0.01%	718
2024 Q3	$373K	Buy	4,524 +1,314	+41%	+$106K	﹤0.01%	682
2024 Q2	$266K	Hold	3,210	–	–	﹤0.01%	754
2024 Q1	$240K	Hold	3,210	–	–	﹤0.01%	736
2023 Q4	$219K	Sell	3,210 -294	-8%	-$18.5K	﹤0.01%	712
2023 Q3	$203K	Hold	3,504	–	–	﹤0.01%	714
2023 Q2	$218K	Buy	+3,504	New	+$199K	﹤0.01%	652

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

HB Wealth Management's IXN Position: Q2 2026 in Review

HB Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 6,480 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #774.

HB Wealth Management first reported a position in IXN in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

HB Wealth Management held 6,480 shares of iShares Global Tech ETF worth $936K as of Q2 2026.
HB Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #774 holding.
HB Wealth Management first reported a position in iShares Global Tech ETF in Q2 2023 and has held it in 13 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.