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LifeSteps Financial’s iShares Global Tech ETF IXN Stock Holding History

LifeSteps Financial’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 		$63.3K Buy
+438
New +$56.5K 0.03% 191
2024
Q2 		– Sell
-438
Closed -$32.8K – 245
2024
Q1 		$32.8K Buy
+438
New +$31.5K 0.02% 185

Other funds holding IXN

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
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

LifeSteps Financial's IXN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 438 shares worth $63.3K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IXN as recently as Q1 2024.

LifeSteps Financial first reported a position in IXN in Q1 2024 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • LifeSteps Financial held 438 shares of iShares Global Tech ETF worth $63.3K as of Q2 2026.
  • iShares Global Tech ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Global Tech ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #191 holding.
  • LifeSteps Financial first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.