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Keystone Wealth Services’s iShares Global Tech ETF IXN Stock Holding History

Keystone Wealth Services’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 		$1.36M Buy
9,408
+2
+0% +$258 0.25% 96
2026
Q1 		$940K Hold
9,406
– – 0.2% 124
2025
Q4 		$988K Buy
9,406
+13
+0.1% +$1.37K 0.21% 92
2025
Q3 		$969K Sell
9,393
-1
-0% -$97 0.21% 114
2025
Q2 		$867K Sell
9,394
-640
-6% -$51.9K 0.21% 113
2025
Q1 		$760K Sell
10,034
-1,046
-9% -$86.6K 0.21% 112
2024
Q4 		$939K Buy
11,080
+132
+1% +$11.1K 0.25% 96
2024
Q3 		$904K Sell
10,948
-33
-0.3% -$2.67K 0.25% 98
2024
Q2 		$909K Sell
10,981
-126
-1% -$9.6K 0.28% 85
2024
Q1 		$831K Buy
11,107
+11
+0.1% +$790 0.27% 94
2023
Q4 		$757K Buy
11,096
+133
+1% +$8.36K 0.26% 87
2023
Q3 		$634K Sell
10,963
-254
-2% -$15.4K 0.24% 93
2023
Q2 		$698K Buy
11,217
+14
+0.1% +$793 0.26% 88
2023
Q1 		$609K Sell
11,203
-1,258
-10% -$62.7K 0.25% 94
2022
Q4 		$559K Sell
12,461
-227
-2% -$10.4K 0.24% 94
2022
Q3 		$535K Sell
12,688
-4,858
-28% -$236K 0.25% 77
2022
Q2 		$802K Sell
17,546
-12,474
-42% -$630K 0.36% 61
2022
Q1 		$1.74M Sell
30,020
-12,109
-29% -$699K 0.69% 32
2021
Q4 		$2.71M Buy
+42,129
New +$2.59M 1.1% 23

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

Keystone Wealth Services's IXN Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Global Tech ETF (IXN) stake by 0.02% in Q2 2026, buying an estimated $258 and bringing the position to 9,408 shares worth $1.36M. The position accounts for 0.25% of the portfolio, ranked #96.

Keystone Wealth Services first reported a position in IXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.71M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Keystone Wealth Services held 9,408 shares of iShares Global Tech ETF worth $1.36M as of Q2 2026.
  • Keystone Wealth Services bought 2 iShares Global Tech ETF shares in Q2 2026, an estimated $258.
  • iShares Global Tech ETF made up 0.25% of Keystone Wealth Services's portfolio in Q2 2026, its #96 holding.
  • Keystone Wealth Services first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares Global Tech ETF position peaked at $2.71M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.