HBW Advisory Services
IXN icon

HBW Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

HBW Advisory Services’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 		– Sell
-4,229
Closed -$611K – 468
2026
Q2 		$611K Buy
+4,229
New +$545K 0.06% 283
2023
Q3 		– Sell
-17,929
Closed -$1.12M – 327
2023
Q2 		$1.12M Buy
+17,929
New +$1.02M 0.24% 99
2022
Q1 		– Sell
-17,136
Closed -$1.1M – 252
2021
Q4 		$1.1M Buy
+17,136
New +$1.05M 0.26% 94
2021
Q2 		– Sell
-35,106
Closed -$1.8M – 267
2021
Q1 		$1.8M Buy
+35,106
New +$1.8M 0.48% 69

Other funds holding IXN

Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
DWM
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

HBW Advisory Services's IXN Position: Q3 2026 in Review

HBW Advisory Services sold out of iShares Global Tech ETF (IXN) in Q3 2026, closing a stake of 4,229 shares — an estimated $611K sold.

HBW Advisory Services first reported a position in IXN in Q1 2021 and held it in 4 quarters. The position peaked at $1.8M in Q1 2021. 103 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • HBW Advisory Services reported no remaining iShares Global Tech ETF position as of Q3 2026 after selling out during the quarter.
  • HBW Advisory Services sold 4,229 iShares Global Tech ETF shares in Q3 2026, an estimated $611K.
  • HBW Advisory Services first reported a position in iShares Global Tech ETF in Q1 2021 and held it in 4 quarters.
  • HBW Advisory Services's iShares Global Tech ETF position peaked at $1.8M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.