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

HHM 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
2026 Q2	$25.7K	Hold	178	–	–	﹤0.01%	488
2026 Q1	$17.8K	Hold	178	–	–	﹤0.01%	533
2025 Q4	$18.7K	Buy	+178	New	+$18.8K	﹤0.01%	510
2022 Q4	–	Sell	-12	Closed	-$1K	–	718
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	620
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	760
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	682
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	650
2021 Q3	$1K	Buy	+12	New	+$702	﹤0.01%	609

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

HHM Wealth Advisors's IXN Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 178 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

HHM Wealth Advisors first reported a position in IXN in Q3 2021 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

HHM Wealth Advisors held 178 shares of iShares Global Tech ETF worth $25.7K as of Q2 2026.
HHM Wealth Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #488 holding.
HHM Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.