JB Capital
IXN icon

JB Capital’s iShares Global Tech ETF IXN Stock Holding History

JB Capital’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 		$522K Sell
3,521
-37
-1% -$5.17K 0.02% 171
2026
Q2 		$514K Sell
3,558
-39
-1% -$5.03K 0.02% 183
2026
Q1 		$360K Hold
3,597
– – 0.01% 197
2025
Q4 		$378K Sell
3,597
-970
-21% -$102K 0.02% 193
2025
Q3 		$471K Hold
4,567
– – 0.02% 179
2025
Q2 		$422K Sell
4,567
-109
-2% -$8.83K 0.02% 176
2025
Q1 		$354K Hold
4,676
– – 0.02% 174
2024
Q4 		$396K Buy
4,676
+353
+8% +$29.7K 0.02% 168
2024
Q3 		$357K Buy
4,323
+104
+2% +$8.4K 0.02% 173
2024
Q2 		$349K Buy
4,219
+402
+11% +$30.6K 0.02% 173
2024
Q1 		$286K Sell
3,817
-81
-2% -$5.82K 0.02% 188
2023
Q4 		$266K Sell
3,898
-627
-14% -$39.4K 0.02% 176
2023
Q3 		$262K Sell
4,525
-62
-1% -$3.77K 0.02% 158
2023
Q2 		$285K Sell
4,587
-109
-2% -$6.18K 0.02% 141
2023
Q1 		$255K Buy
+4,696
New +$234K 0.02% 147
2022
Q4 		– Sell
-59,881
Closed -$2.53M – 172
2022
Q3 		$2.53M Buy
59,881
+2,422
+4% +$118K 0.28% 61
2022
Q2 		$2.63M Sell
57,459
-160,341
-74% -$8.1M 0.28% 43
2022
Q1 		$12.6M Sell
217,800
-81,371
-27% -$4.7M 1.23% 13
2021
Q4 		$19.3M Buy
299,171
+53,880
+22% +$3.31M 1.88% 11
2021
Q3 		$13.9M Buy
+245,291
New +$14.4M 1.8% 10

Other funds holding IXN

Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Defined Wealth Management
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

JB Capital's IXN Position: Q3 2026 in Review

JB Capital reduced its iShares Global Tech ETF (IXN) stake by 1% in Q3 2026, selling an estimated $5.17K and leaving 3,521 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #171.

JB Capital first reported a position in IXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $19.3M in Q4 2021. 124 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • JB Capital held 3,521 shares of iShares Global Tech ETF worth $522K as of Q3 2026.
  • JB Capital sold 37 iShares Global Tech ETF shares in Q3 2026, an estimated $5.17K.
  • iShares Global Tech ETF made up 0.02% of JB Capital's portfolio in Q3 2026, its #171 holding.
  • JB Capital first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's iShares Global Tech ETF position peaked at $19.3M in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.