Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Global Tech ETF IXN Stock Holding History

Kovitz Investment Group Partners’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
-4,746
Closed -$490K – 895
2025
Q3 		$490K Sell
4,746
-65
-1% -$6.28K ﹤0.01% 1042
2025
Q2 		$444K Buy
4,811
+298
+7% +$24.2K ﹤0.01% 1017
2025
Q1 		$342K Sell
4,513
-253
-5% -$20.9K ﹤0.01% 1014
2024
Q4 		$404K Sell
4,766
-11
-0.2% -$924 ﹤0.01% 957
2024
Q3 		$243K Buy
4,777
+1,705
+56% +$138K ﹤0.01% 913
2024
Q2 		$254K Sell
3,072
-450
-13% -$34.3K ﹤0.01% 761
2024
Q1 		$263K Sell
3,522
-37
-1% -$2.66K ﹤0.01% 602
2023
Q4 		$243K Sell
3,559
-126
-3% -$7.92K ﹤0.01% 383
2023
Q3 		$213K Sell
3,685
-395
-10% -$24K ﹤0.01% 381
2023
Q2 		$254K Sell
4,080
-201
-5% -$11.4K ﹤0.01% 381
2023
Q1 		$233K Buy
+4,281
New +$213K ﹤0.01% 394
2022
Q2 		– Sell
-4,140
Closed -$240K – 413
2022
Q1 		$240K Buy
4,140
+3,200
+340% +$185K ﹤0.01% 395
2021
Q4 		$282K Sell
940
-2,684
-74% -$165K 0.01% 378
2021
Q3 		$205K Sell
3,624
-276
-7% -$16.2K ﹤0.01% 418
2021
Q2 		$219K Sell
3,900
-90
-2% -$4.84K ﹤0.01% 406
2021
Q1 		$205K Sell
3,990
-1,650
-29% -$84.5K ﹤0.01% 401
2020
Q4 		$282K Sell
5,640
-2,280
-29% -$105K 0.01% 378
2020
Q3 		$348K Sell
7,920
-2,250
-22% -$95.7K 0.01% 343
2020
Q2 		$399K Sell
10,170
-3,300
-24% -$117K 0.01% 321
2020
Q1 		$409K Sell
13,470
-840
-6% -$29K 0.01% 305
2019
Q4 		$502K Sell
14,310
-750
-5% -$24.6K 0.01% 319
2019
Q3 		$464K Buy
15,060
+210
+1% +$6.38K 0.01% 323
2019
Q2 		$444K Sell
14,850
-90
-0.6% -$2.63K 0.01% 313
2019
Q1 		$426K Buy
+14,940
New +$396K 0.01% 318

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

Kovitz Investment Group Partners's IXN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 4,746 shares — an estimated $490K sold.

Kovitz Investment Group Partners first reported a position in IXN in Q1 2019 and held it in 24 quarters. The position peaked at $502K in Q4 2019. 495 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,746 iShares Global Tech ETF shares in Q4 2025, an estimated $490K.
  • Kovitz Investment Group Partners first reported a position in iShares Global Tech ETF in Q1 2019 and held it in 24 quarters.
  • Kovitz Investment Group Partners's iShares Global Tech ETF position peaked at $502K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.