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

Lido 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	$545K	Sell	3,771 -387	-9%	-$49.9K	﹤0.01%	1430
2026 Q1	$416K	Sell	4,158 -3,655	-47%	-$386K	﹤0.01%	1402
2025 Q4	$807K	Buy	7,813 +169	+2%	+$17.8K	﹤0.01%	1100
2025 Q3	$789K	Buy	7,644 +2,743	+56%	+$265K	﹤0.01%	1051
2025 Q2	$453K	Buy	4,901 +432	+10%	+$35K	﹤0.01%	1145
2025 Q1	$339K	Buy	+4,469	New	+$370K	﹤0.01%	1162
2022 Q3	–	Sell	-5,555	Closed	-$253K	–	996
2022 Q2	$253K	Sell	5,555 -10,122	-65%	-$511K	﹤0.01%	803
2022 Q1	$909K	Sell	15,677 -2,514	-14%	-$145K	0.01%	418
2021 Q4	$1.17M	Hold	18,191	–	–	0.01%	389
2021 Q3	$1.03M	Sell	18,191 -1,453	-7%	-$85K	0.01%	401
2021 Q2	$1.1M	Sell	19,644 -1,542	-7%	-$83K	0.02%	364
2021 Q1	$1.09M	Buy	21,186 +672	+3%	+$34.4K	0.02%	323
2020 Q4	$1.02M	Buy	+20,514	New	+$948K	0.02%	308

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Lido Advisors's IXN Position: Q2 2026 in Review

Lido Advisors reduced its iShares Global Tech ETF (IXN) stake by 9.3% in Q2 2026, selling an estimated $49.9K and leaving 3,771 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Lido Advisors first reported a position in IXN in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Lido Advisors held 3,771 shares of iShares Global Tech ETF worth $545K as of Q2 2026.
Lido Advisors sold 387 iShares Global Tech ETF shares in Q2 2026, an estimated $49.9K.
iShares Global Tech ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1430 holding.
Lido Advisors first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 13 quarters since.
Lido Advisors's iShares Global Tech ETF position peaked at $1.17M in Q4 2021.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.