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Keystone Financial Group (Kentucky)’s iShares Global Tech ETF IXN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$3.17M Sell
21,922
-122
-0.6% -$15.7K 0.19% 105
2026
Q1 		$2.26M Sell
22,044
-751
-3% -$79.3K 0.15% 116
2025
Q4 		$2.39M Sell
22,795
-418
-2% -$44.1K 0.18% 94
2025
Q3 		$2.41M Buy
23,213
+687
+3% +$66.4K 0.18% 87
2025
Q2 		$2.09M Buy
22,526
+776
+4% +$62.9K 0.19% 95
2025
Q1 		$1.65M Sell
21,750
-3,093
-12% -$256K 0.17% 98
2024
Q4 		$2.11M Sell
24,843
-1,375
-5% -$116K 0.21% 91
2024
Q3 		$2.16M Buy
+26,218
New +$2.12M 0.28% 69
2024
Q2 		– Sell
-25,759
Closed -$1.93M – 235
2024
Q1 		$1.93M Sell
25,759
-1,038
-4% -$74.5K 0.28% 70
2023
Q4 		$1.83M Sell
26,797
-2,891
-10% -$182K 0.32% 65
2023
Q3 		$1.72M Sell
29,688
-1,365
-4% -$83K 0.29% 69
2023
Q2 		$1.93M Buy
+31,053
New +$1.76M 0.33% 61
2022
Q4 		$1.42M Sell
31,660
-2,016
-6% -$91.9K 0.28% 75
2022
Q3 		$1.42M Sell
33,676
-6,395
-16% -$311K 0.29% 74
2022
Q2 		$1.83M Sell
40,071
-2,314
-5% -$117K 0.36% 71
2022
Q1 		$2.46M Sell
42,385
-4,709
-10% -$272K 0.42% 51
2021
Q4 		$3.03M Buy
47,094
+891
+2% +$54.7K 0.5% 40
2021
Q3 		$2.62M Sell
46,203
-537
-1% -$31.4K 0.47% 47
2021
Q2 		$2.63M Buy
46,740
+864
+2% +$46.5K 0.48% 47
2021
Q1 		$2.35M Sell
45,876
-966
-2% -$49.4K 0.46% 51
2020
Q4 		$2.34M Buy
46,842
+186
+0.4% +$8.6K 0.49% 50
2020
Q3 		$2.05M Sell
46,656
-366
-0.8% -$15.6K 0.5% 47
2020
Q2 		$1.85M Sell
47,022
-22,944
-33% -$812K 0.5% 49
2020
Q1 		$2.13M Sell
69,966
-5,376
-7% -$186K 0.7% 33
2019
Q4 		$2.64M Buy
75,342
+24,096
+47% +$791K 0.71% 37
2019
Q3 		$1.58M Sell
51,246
-402
-0.8% -$12.2K 0.49% 50
2019
Q2 		$1.54M Sell
51,648
-1,338
-3% -$39.1K 0.5% 51
2019
Q1 		$1.51M Buy
52,986
+438
+0.8% +$11.6K 0.54% 50
2018
Q4 		$1.26M Buy
52,548
+27,540
+110% +$720K 0.57% 50
2018
Q3 		$735K Buy
+25,008
New +$715K 0.3% 89

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IXN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Global Tech ETF (IXN) stake by 0.55% in Q2 2026, selling an estimated $15.7K and leaving 21,922 shares worth $3.17M. The position accounts for 0.19% of the portfolio, ranked #105.

Keystone Financial Group (Kentucky) first reported a position in IXN in Q3 2018 and has held it in 30 quarters since. 349 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 21,922 shares of iShares Global Tech ETF worth $3.17M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 122 iShares Global Tech ETF shares in Q2 2026, an estimated $15.7K.
  • iShares Global Tech ETF made up 0.19% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #105 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Global Tech ETF in Q3 2018 and has held it in 30 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.