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Legacy Advisors’s iShares Global Tech ETF IXN Stock Holding History

Legacy Advisors’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 		$390K Hold
2,700
– – 0.04% 211
2026
Q1 		$270K Hold
2,700
– – 0.03% 218
2025
Q4 		$284K Hold
2,700
– – 0.03% 228
2025
Q3 		$279K Buy
+2,700
New +$261K 0.03% 207
2025
Q2 		– Sell
-2,700
Closed -$204K – 213
2025
Q1 		$204K Hold
2,700
– – 0.02% 410
2024
Q4 		$229K Hold
2,700
– – 0.02% 360
2024
Q3 		$223K Hold
2,700
– – 0.02% 345
2024
Q2 		$224K Buy
+2,700
New +$206K 0.03% 299

Other funds holding IXN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Legacy Advisors's IXN Position: Q2 2026 in Review

Legacy Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,700 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #211.

Legacy Advisors first reported a position in IXN in Q2 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Legacy Advisors held 2,700 shares of iShares Global Tech ETF worth $390K as of Q2 2026.
  • Legacy Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #211 holding.
  • Legacy Advisors first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.