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Key Financial Inc’s iShares Global Tech ETF IXN Stock Holding History

Key Financial Inc’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 		$328K Sell
2,272
-125
-5% -$16.1K 0.05% 235
2026
Q1 		$240K Buy
2,397
+125
+6% +$13.2K 0.04% 264
2025
Q4 		$239K Hold
2,272
– – 0.04% 261
2025
Q3 		$237K Hold
2,272
– – 0.04% 263
2025
Q2 		$210K Sell
2,272
-166
-7% -$13.5K 0.04% 272
2025
Q1 		$185K Hold
2,438
– – 0.04% 278
2024
Q4 		$207K Buy
2,438
+166
+7% +$13.9K 0.05% 254
2024
Q3 		$188K Hold
2,272
– – 0.04% 260
2024
Q2 		$188K Hold
2,272
– – 0.05% 255
2024
Q1 		$170K Hold
2,272
– – 0.04% 247
2023
Q4 		$155K Hold
2,272
– – 0.04% 244
2023
Q3 		$131K Hold
2,272
– – 0.04% 246
2023
Q2 		$141K Hold
2,272
– – 0.05% 248
2023
Q1 		$124K Hold
2,272
– – 0.05% 252
2022
Q4 		$95.8K Hold
2,272
– – 0.05% 250
2022
Q3 		$96K Hold
2,272
– – 0.05% 252
2022
Q2 		$104K Buy
2,272
+10
+0.4% +$505 0.06% 228
2022
Q1 		$131K Hold
2,262
– – 0.07% 214
2021
Q4 		$146K Hold
2,262
– – 0.07% 180
2021
Q3 		$128K Sell
2,262
-11,310
-83% -$662K 0.07% 191
2021
Q2 		$132K Buy
13,572
+11,310
+500% +$609K 0.07% 189
2021
Q1 		$116K Hold
2,262
– – 0.08% 182
2020
Q4 		$113K Buy
+2,262
New +$105K 0.08% 170
2020
Q2 		– Sell
-2,700
Closed -$84K – 370
2020
Q1 		$84K Buy
+2,700
New +$93.3K 0.09% 176

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

Key Financial Inc's IXN Position: Q2 2026 in Review

Key Financial Inc reduced its iShares Global Tech ETF (IXN) stake by 5.2% in Q2 2026, selling an estimated $16.1K and leaving 2,272 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #235.

Key Financial Inc first reported a position in IXN in Q1 2020 and has held it in 24 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Key Financial Inc held 2,272 shares of iShares Global Tech ETF worth $328K as of Q2 2026.
  • Key Financial Inc sold 125 iShares Global Tech ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Global Tech ETF made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #235 holding.
  • Key Financial Inc first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 24 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.