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Laurel Oak Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Laurel Oak Wealth Management’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 		$407K Hold
2,817
– – 0.06% 237
2026
Q1 		$282K Sell
2,817
-138
-5% -$14.6K 0.05% 286
2025
Q4 		$310K Buy
+2,955
New +$312K 0.05% 260

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

Laurel Oak Wealth Management's IXN Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,817 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #237.

Laurel Oak Wealth Management first reported a position in IXN in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Laurel Oak Wealth Management held 2,817 shares of iShares Global Tech ETF worth $407K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.