JMNC
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J. Mark Nickell & Co’s iShares Global Tech ETF IXN Stock Holding History

J. Mark Nickell & 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 		$3.64M Sell
25,165
-7,048
-22% -$909K 2.9% 13
2026
Q1 		$3.22M Buy
32,213
+1,824
+6% +$193K 2.91% 13
2025
Q4 		$3.19M Buy
+30,389
New +$3.21M 2.95% 12

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. Mark Nickell & Co's IXN Position: Q2 2026 in Review

J. Mark Nickell & Co reduced its iShares Global Tech ETF (IXN) stake by 22% in Q2 2026, selling an estimated $909K and leaving 25,165 shares worth $3.64M. The position accounts for 2.9% of the portfolio, ranked #13.

J. Mark Nickell & Co first reported a position in IXN in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • J. Mark Nickell & Co held 25,165 shares of iShares Global Tech ETF worth $3.64M as of Q2 2026.
  • J. Mark Nickell & Co sold 7,048 iShares Global Tech ETF shares in Q2 2026, an estimated $909K.
  • iShares Global Tech ETF made up 2.9% of J. Mark Nickell & Co's portfolio in Q2 2026, its #13 holding.
  • J. Mark Nickell & Co first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.