KOC
IXN icon

Koss-Olinger Consulting’s iShares Global Tech ETF IXN Stock Holding History

Koss-Olinger Consulting’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 		$1.08M Sell
7,462
-3,705
-33% -$478K 0.08% 52
2026
Q1 		$1.12M Sell
11,167
-2,944
-21% -$311K 0.09% 83
2025
Q4 		$1.48M Sell
14,111
-2,046
-13% -$216K 0.11% 73
2025
Q3 		$1.49M Hold
16,157
– – 0.12% 97
2025
Q2 		$1.49M Sell
16,157
-1,001
-6% -$81.1K 0.12% 96
2025
Q1 		$1.3M Hold
17,158
– – 0.11% 102
2024
Q4 		$1.45M Buy
17,158
+246
+1% +$20.7K 0.13% 80
2024
Q3 		$1.4M Sell
16,912
-335
-2% -$27.1K 0.12% 90
2024
Q2 		$1.43M Buy
+17,247
New +$1.31M 0.13% 85
2024
Q1 		– Sell
-12,786
Closed -$872K – 180
2023
Q4 		$872K Buy
12,786
+2
+0% +$126 0.09% 105
2023
Q3 		$739K Sell
12,784
-2,090
-14% -$127K 0.11% 103
2023
Q2 		$925K Buy
14,874
+795
+6% +$45.1K 0.11% 100
2023
Q1 		$765K Buy
14,079
+315
+2% +$15.7K 0.1% 104
2022
Q4 		$617K Buy
13,764
+1,240
+10% +$56.5K 0.09% 108
2022
Q3 		$528K Sell
12,524
-29,701
-70% -$1.44M 0.09% 97
2022
Q2 		$1.93M Buy
42,225
+35,057
+489% +$1.77M 0.35% 24
2022
Q1 		$416K Buy
7,168
+3,978
+125% +$230K 0.07% 117
2021
Q4 		$205K Buy
+3,190
New +$196K 0.03% 188

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

Koss-Olinger Consulting's IXN Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Global Tech ETF (IXN) stake by 33% in Q2 2026, selling an estimated $478K and leaving 7,462 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #52.

Koss-Olinger Consulting first reported a position in IXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q2 2022. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Koss-Olinger Consulting held 7,462 shares of iShares Global Tech ETF worth $1.08M as of Q2 2026.
  • Koss-Olinger Consulting sold 3,705 iShares Global Tech ETF shares in Q2 2026, an estimated $478K.
  • iShares Global Tech ETF made up 0.08% of Koss-Olinger Consulting's portfolio in Q2 2026, its #52 holding.
  • Koss-Olinger Consulting first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 18 quarters since.
  • Koss-Olinger Consulting's iShares Global Tech ETF position peaked at $1.93M in Q2 2022.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.