Independent Advisor Alliance’s iShares Global Tech ETF IXN Stock Holding History

Independent Advisor Alliance’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	$535K	Sell	3,706 -4,054	-52%	-$523K	0.01%	650
2026 Q1	$776K	Buy	7,760 +4,054	+109%	+$428K	0.01%	949
2025 Q4	$389K	Sell	3,706 -5,496	-60%	-$580K	0.01%	719
2025 Q3	$950K	Hold	9,202	–	–	0.02%	455
2025 Q2	$850K	Buy	9,202 +2,089	+29%	+$169K	0.02%	448
2025 Q1	$539K	Sell	7,113 -2,820	-28%	-$233K	0.02%	505
2024 Q4	$842K	Buy	+9,933	New	+$834K	0.01%	779
2020 Q1	–	Sell	-10,164	Closed	-$357K	–	647
2019 Q4	$357K	Buy	+10,164	New	+$334K	0.02%	629

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

Independent Advisor Alliance's IXN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Global Tech ETF (IXN) stake by 52% in Q2 2026, selling an estimated $523K and leaving 3,706 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #650.

Independent Advisor Alliance first reported a position in IXN in Q4 2019 and has held it in 8 quarters since. The position peaked at $950K in Q3 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Independent Advisor Alliance held 3,706 shares of iShares Global Tech ETF worth $535K as of Q2 2026.
Independent Advisor Alliance sold 4,054 iShares Global Tech ETF shares in Q2 2026, an estimated $523K.
iShares Global Tech ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #650 holding.
Independent Advisor Alliance first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's iShares Global Tech ETF position peaked at $950K in Q3 2025.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.