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Intelligence Driven Advisers’s iShares Global Tech ETF IXN Stock Holding History

Intelligence Driven Advisers’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
Q3 		$471K Hold
3,177
– – 0.08% 76
2026
Q2 		$459K Sell
3,177
-350
-10% -$45.1K 0.07% 81
2026
Q1 		$353K Sell
3,527
-90
-2% -$9.51K 0.06% 85
2025
Q4 		$380K Buy
3,617
+220
+6% +$23.2K 0.05% 87
2025
Q3 		$351K Buy
3,397
+130
+4% +$12.6K 0.05% 86
2025
Q2 		$302K Hold
3,267
– – 0.05% 87
2025
Q1 		$247K Sell
3,267
-261
-7% -$21.6K 0.05% 82
2024
Q4 		$299K Sell
3,528
-6,014
-63% -$505K 0.06% 73
2024
Q3 		$788K Sell
9,542
-99
-1% -$8K 0.11% 50
2024
Q2 		$798K Sell
9,641
-951
-9% -$72.4K 0.11% 53
2024
Q1 		$792K Buy
10,592
+400
+4% +$28.7K 0.12% 47
2023
Q4 		$712K Sell
10,192
-252
-2% -$15.8K 0.12% 42
2023
Q3 		$607K Sell
10,444
-120
-1% -$7.29K 0.11% 45
2023
Q2 		$648K Buy
10,564
+2,115
+25% +$120K 0.11% 50
2023
Q1 		$451K Sell
8,449
-976
-10% -$48.6K 0.08% 57
2022
Q4 		$428K Sell
9,425
-19,227
-67% -$877K 0.08% 61
2022
Q3 		$1.28M Sell
28,652
-243,231
-89% -$11.8M 0.26% 55
2022
Q2 		$12.6M Buy
271,883
+144,073
+113% +$7.28M 2.47% 13
2022
Q1 		$7.17M Buy
127,810
+43,144
+51% +$2.49M 1.31% 24
2021
Q4 		$4.76M Buy
84,666
+11,709
+16% +$719K 0.87% 25
2021
Q3 		$4.13M Buy
72,957
+687
+1% +$40.2K 0.93% 23
2021
Q2 		$4.07M Buy
72,270
+12
+0% +$646 0.79% 28
2021
Q1 		$3.71M Buy
72,258
+738
+1% +$37.8K 0.83% 24
2020
Q4 		$3.58M Buy
71,520
+13,302
+23% +$615K 0.8% 25
2020
Q3 		$2.56M Buy
+58,218
New +$2.48M 0.6% 25

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Intelligence Driven Advisers's IXN Position: Q3 2026 in Review

Intelligence Driven Advisers held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 3,177 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #76.

Intelligence Driven Advisers first reported a position in IXN in Q3 2020 and has held it in 25 quarters since. The position peaked at $12.6M in Q2 2022. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Intelligence Driven Advisers held 3,177 shares of iShares Global Tech ETF worth $471K as of Q3 2026.
  • Intelligence Driven Advisers left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.08% of Intelligence Driven Advisers's portfolio in Q3 2026, its #76 holding.
  • Intelligence Driven Advisers first reported a position in iShares Global Tech ETF in Q3 2020 and has held it in 25 quarters since.
  • Intelligence Driven Advisers's iShares Global Tech ETF position peaked at $12.6M in Q2 2022.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.