James Hambro & Partners’s iShares Global Tech ETF IXN Stock Holding History

James Hambro & Partners’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	$1.75M	Sell	12,125 -1,300	-10%	-$168K	0.06%	32
2026 Q1	$1.34M	Buy	13,425 +1,975	+17%	+$209K	0.05%	31
2025 Q4	$1.2M	Sell	11,450 -1,600	-12%	-$169K	0.04%	31
2025 Q3	$1.35M	Hold	13,050	–	–	0.05%	32
2025 Q2	$1.2M	Hold	13,050	–	–	0.05%	29
2025 Q1	$988K	Hold	13,050	–	–	0.04%	34
2024 Q4	$1.11M	Hold	13,050	–	–	0.04%	34
2024 Q3	$1.08M	Sell	13,050 -600	-4%	-$48.5K	0.04%	34
2024 Q2	$1.13M	Hold	13,650	–	–	0.05%	33
2024 Q1	$1.02M	Hold	13,650	–	–	0.05%	34
2023 Q4	$931K	Hold	13,650	–	–	0.05%	34
2023 Q3	$790K	Hold	13,650	–	–	0.05%	35
2023 Q2	$850K	Hold	13,650	–	–	0.06%	34
2023 Q1	$742K	Hold	13,650	–	–	0.05%	40
2022 Q4	$612K	Hold	13,650	–	–	0.05%	39
2022 Q3	$576K	Hold	13,650	–	–	0.05%	40
2022 Q2	$624K	Hold	13,650	–	–	0.05%	39
2022 Q1	$792K	Hold	13,650	–	–	0.06%	36
2021 Q4	$880K	Hold	13,650	–	–	0.06%	37
2021 Q3	$772K	Hold	13,650	–	–	0.06%	43
2021 Q2	$768K	Hold	13,650	–	–	0.06%	39
2021 Q1	$700K	Hold	13,650	–	–	0.06%	43
2020 Q4	$684K	Hold	13,650	–	–	0.08%	35
2020 Q3	$599K	Hold	13,650	–	–	0.08%	35
2020 Q2	$535K	Sell	13,650 -3,390	-20%	-$120K	0.08%	35
2020 Q1	$519K	Hold	17,040	–	–	0.1%	34
2019 Q4	$598K	Hold	17,040	–	–	0.1%	35
2019 Q3	$525K	Buy	+17,040	New	+$518K	0.11%	34
2019 Q1	$608K	Hold	21,330	–	–	0.18%	27
2018 Q4	$513K	Buy	+21,330	New	+$558K	0.2%	29

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

James Hambro & Partners's IXN Position: Q2 2026 in Review

James Hambro & Partners reduced its iShares Global Tech ETF (IXN) stake by 9.7% in Q2 2026, selling an estimated $168K and leaving 12,125 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #32.

James Hambro & Partners first reported a position in IXN in Q4 2018 and has held it in 30 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

James Hambro & Partners held 12,125 shares of iShares Global Tech ETF worth $1.75M as of Q2 2026.
James Hambro & Partners sold 1,300 iShares Global Tech ETF shares in Q2 2026, an estimated $168K.
iShares Global Tech ETF made up 0.06% of James Hambro & Partners's portfolio in Q2 2026, its #32 holding.
James Hambro & Partners first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 30 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.