IFG
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Independent Financial Group’s iShares Global Tech ETF IXN Stock Holding History

Independent Financial Group’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 		$1.42M Buy
9,841
+13
+0.1% +$1.68K 0.03% 569
2026
Q1 		$983K Buy
9,828
+328
+3% +$34.6K 0.02% 632
2025
Q4 		$997K Sell
9,500
-12,753
-57% -$1.35M 0.02% 620
2025
Q3 		$2.3M Buy
22,253
+10,725
+93% +$1.04M 0.06% 345
2025
Q2 		$1.06M Buy
11,528
+631
+6% +$51.1K 0.03% 523
2025
Q1 		$825K Sell
10,897
-6,484
-37% -$537K 0.03% 535
2024
Q4 		$1.47M Sell
17,381
-1,330
-7% -$112K 0.05% 372
2024
Q3 		$1.54M Buy
18,711
+2,914
+18% +$235K 0.06% 331
2024
Q2 		$1.31M Buy
15,797
+5,096
+48% +$388K 0.05% 336
2024
Q1 		$801K Buy
10,701
+3,294
+44% +$237K 0.04% 440
2023
Q4 		$505K Buy
7,407
+2,117
+40% +$133K 0.03% 550
2023
Q3 		$306K Buy
5,290
+97
+2% +$5.9K 0.02% 650
2023
Q2 		$323K Buy
5,193
+569
+12% +$32.2K 0.02% 616
2023
Q1 		$251K Buy
4,624
+10
+0.2% +$498 0.02% 688
2022
Q4 		$207K Buy
+4,614
New +$210K 0.02% 707
2022
Q3 		– Sell
-4,796
Closed -$219K – 766
2022
Q2 		$219K Buy
4,796
+11
+0.2% +$556 0.02% 612
2022
Q1 		$278K Buy
4,785
+8
+0.2% +$462 0.02% 627
2021
Q4 		$308K Sell
4,777
-845
-15% -$51.9K 0.03% 584
2021
Q3 		$319K Sell
5,622
-588
-9% -$34.4K 0.03% 508
2021
Q2 		$349K Buy
6,210
+132
+2% +$7.1K 0.04% 480
2021
Q1 		$312K Buy
6,078
+480
+9% +$24.6K 0.04% 454
2020
Q4 		$280K Buy
5,598
+420
+8% +$19.4K 0.04% 440
2020
Q3 		$227K Buy
+5,178
New +$220K 0.04% 417
2020
Q2 		– Sell
-7,434
Closed -$226K – 494
2020
Q1 		$226K Buy
+7,434
New +$257K 0.07% 304

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

Independent Financial Group's IXN Position: Q2 2026 in Review

Independent Financial Group increased its iShares Global Tech ETF (IXN) stake by 0.13% in Q2 2026, buying an estimated $1.68K and bringing the position to 9,841 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #569.

Independent Financial Group first reported a position in IXN in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.3M in Q3 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Independent Financial Group held 9,841 shares of iShares Global Tech ETF worth $1.42M as of Q2 2026.
  • Independent Financial Group bought 13 iShares Global Tech ETF shares in Q2 2026, an estimated $1.68K.
  • iShares Global Tech ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #569 holding.
  • Independent Financial Group first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 24 quarters since.
  • Independent Financial Group's iShares Global Tech ETF position peaked at $2.3M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.