IWA
IXN icon

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

Icon 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 		$3.46M Sell
23,977
-436
-2% -$56.2K 0.21% 76
2026
Q1 		$2.91M Sell
24,413
-646
-3% -$68.2K 0.19% 81
2025
Q4 		$2.63M Sell
25,059
-243
-1% -$25.7K 0.18% 90
2025
Q3 		$2.61M Sell
25,302
-248
-1% -$24K 0.18% 88
2025
Q2 		$2.36M Sell
25,550
-9,020
-26% -$731K 0.17% 96
2025
Q1 		$2.62M Buy
34,570
+6,990
+25% +$579K 0.22% 84
2024
Q4 		$2.34M Buy
27,580
+2,534
+10% +$213K 0.19% 88
2024
Q3 		$2.07M Buy
25,046
+3,914
+19% +$316K 0.17% 90
2024
Q2 		$1.71M Buy
21,132
+2,582
+14% +$197K 0.15% 102
2024
Q1 		$1.39M Buy
18,550
+3,788
+26% +$272K 0.13% 123
2023
Q4 		$1.01M Buy
+14,762
New +$928K 0.1% 127
2022
Q4 		$638K Sell
14,236
-11,713
-45% -$534K 0.07% 172
2022
Q3 		$1.09M Buy
+25,949
New +$1.26M 0.13% 126

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

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

Icon Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 1.8% in Q2 2026, selling an estimated $56.2K and leaving 23,977 shares worth $3.46M. The position accounts for 0.21% of the portfolio, ranked #76.

Icon Wealth Advisors first reported a position in IXN in Q3 2022 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Icon Wealth Advisors held 23,977 shares of iShares Global Tech ETF worth $3.46M as of Q2 2026.
  • Icon Wealth Advisors sold 436 iShares Global Tech ETF shares in Q2 2026, an estimated $56.2K.
  • iShares Global Tech ETF made up 0.21% of Icon Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Icon Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2022 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 Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.