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KCM Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

KCM Investment Advisors’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 		$798K Hold
5,526
– – 0.02% 242
2026
Q1 		$552K Buy
5,526
+922
+20% +$97.4K 0.02% 257
2025
Q4 		$483K Hold
4,604
– – 0.02% 274
2025
Q3 		$475K Buy
4,604
+256
+6% +$24.7K 0.02% 272
2025
Q2 		$401K Buy
4,348
+1,560
+56% +$126K 0.01% 282
2025
Q1 		$211K Hold
2,788
– – 0.01% 349
2024
Q4 		$236K Hold
2,788
– – 0.01% 335
2024
Q3 		$230K Hold
2,788
– – 0.01% 354
2024
Q2 		$231K Hold
2,788
– – 0.01% 346
2024
Q1 		$209K Buy
+2,788
New +$200K 0.01% 365

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

KCM Investment Advisors's IXN Position: Q2 2026 in Review

KCM Investment Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 5,526 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #242.

KCM Investment Advisors first reported a position in IXN in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • KCM Investment Advisors held 5,526 shares of iShares Global Tech ETF worth $798K as of Q2 2026.
  • KCM Investment Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #242 holding.
  • KCM Investment Advisors first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.