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J.E. Simmons & Co’s iShares Global Tech ETF IXN Stock Holding History

J.E. Simmons & Co’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 		$282K Buy
+1,950
New +$252K 0.16% 57
2026
Q1 		– Sell
-1,950
Closed -$205K – 72
2025
Q4 		$205K Buy
+1,950
New +$206K 0.13% 67

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

J.E. Simmons & Co's IXN Position: Q2 2026 in Review

J.E. Simmons & Co opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,950 shares worth $282K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings. This is a return to the name: J.E. Simmons & Co previously reported a position in IXN as recently as Q4 2025.

J.E. Simmons & Co first reported a position in IXN in Q4 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • J.E. Simmons & Co held 1,950 shares of iShares Global Tech ETF worth $282K as of Q2 2026.
  • iShares Global Tech ETF was a new J.E. Simmons & Co position in Q2 2026.
  • iShares Global Tech ETF made up 0.16% of J.E. Simmons & Co's portfolio in Q2 2026, its #57 holding.
  • J.E. Simmons & Co first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.