Howe & Rusling’s iShares Global Tech ETF IXN Stock Holding History

Howe & Rusling’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	–	Sell	-94	Closed	-$9.4K	–	512
2026 Q1	$9.4K	Sell	94 -72	-43%	-$7.61K	﹤0.01%	428
2025 Q4	$17.4K	Hold	166	–	–	﹤0.01%	412
2025 Q3	$17.1K	Hold	166	–	–	﹤0.01%	401
2025 Q2	$15.3K	Hold	166	–	–	﹤0.01%	400
2025 Q1	$12.6K	Sell	166 -517	-76%	-$42.8K	﹤0.01%	372
2024 Q4	$57.9K	Buy	683 +517	+311%	+$43.4K	0.01%	305
2024 Q3	$13.7K	Hold	166	–	–	﹤0.01%	352
2024 Q2	$13.7K	Hold	166	–	–	﹤0.01%	324
2024 Q1	$12.4K	Sell	166 -200	-55%	-$14.4K	﹤0.01%	333
2023 Q4	$25K	Buy	+366	New	+$23K	﹤0.01%	297
2022 Q4	–	Sell	-90	Closed	-$4K	–	674
2022 Q3	$4K	Sell	90 -170	-65%	-$8.27K	﹤0.01%	719
2022 Q2	$12K	Buy	+260	New	+$13.1K	﹤0.01%	507
2022 Q1	–	Sell	-240	Closed	-$15K	–	1039
2021 Q4	$15K	Buy	+240	New	+$14.7K	﹤0.01%	474

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

Howe & Rusling's IXN Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 94 shares — an estimated $9.4K sold.

Howe & Rusling first reported a position in IXN in Q4 2021 and held it in 13 quarters. The position peaked at $57.9K in Q4 2024. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Howe & Rusling reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 94 iShares Global Tech ETF shares in Q2 2026, an estimated $9.4K.
Howe & Rusling first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 13 quarters.
Howe & Rusling's iShares Global Tech ETF position peaked at $57.9K in Q4 2024.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.