Investmark Advisory Group
IXN icon

Investmark Advisory Group’s iShares Global Tech ETF IXN Stock Holding History

Investmark Advisory 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
Q3 		$297K Buy
2,004
+141
+8% +$19.7K 0.1% 127
2026
Q2 		$269K Buy
+1,863
New +$240K 0.1% 123
2022
Q1 		– Sell
-1,800
Closed -$115K – 238
2021
Q4 		$115K Buy
+1,800
New +$111K 0.11% 110

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Investmark Advisory Group's IXN Position: Q3 2026 in Review

Investmark Advisory Group increased its iShares Global Tech ETF (IXN) stake by 7.6% in Q3 2026, buying an estimated $19.7K and bringing the position to 2,004 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #127.

Investmark Advisory Group first reported a position in IXN in Q4 2021 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Investmark Advisory Group held 2,004 shares of iShares Global Tech ETF worth $297K as of Q3 2026.
  • Investmark Advisory Group bought 141 iShares Global Tech ETF shares in Q3 2026, an estimated $19.7K.
  • iShares Global Tech ETF made up 0.1% of Investmark Advisory Group's portfolio in Q3 2026, its #127 holding.
  • Investmark Advisory Group first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.