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Kerr Financial Planning’s iShares Global Tech ETF IXN Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-75
Closed -$7.89K – 537
2025
Q3 		$7.89K Buy
+75
New +$7.25K 0.01% 379

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kerr Financial Planning's IXN Position: Q4 2025 in Review

Kerr Financial Planning sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 75 shares — an estimated $7.89K sold.

Kerr Financial Planning first reported a position in IXN in Q3 2025 and held it in 1 quarter. The position peaked at $7.89K in Q3 2025. 495 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

  • Kerr Financial Planning reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 75 iShares Global Tech ETF shares in Q4 2025, an estimated $7.89K.
  • Kerr Financial Planning first reported a position in iShares Global Tech ETF in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's iShares Global Tech ETF position peaked at $7.89K in Q3 2025.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.