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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
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

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

Investmark Advisory Group's IXN Position: Q2 2026 in Review

Investmark Advisory Group opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,863 shares worth $269K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings. This is a return to the name: Investmark Advisory Group previously reported a position in IXN as recently as Q4 2021.

Investmark Advisory Group first reported a position in IXN in Q4 2021 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Investmark Advisory Group held 1,863 shares of iShares Global Tech ETF worth $269K as of Q2 2026.
  • iShares Global Tech ETF was a new Investmark Advisory Group position in Q2 2026.
  • iShares Global Tech ETF made up 0.1% of Investmark Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Investmark Advisory Group first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.