Long Run Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Long Run Wealth 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
2025 Q4	$3.6M	Buy	34,280 +1,817	+6%	+$192K	0.68%	42
2025 Q3	$3.35M	Sell	32,463 -9,786	-23%	-$946K	0.66%	42
2025 Q2	$3.9M	Buy	42,249 +99	+0.2%	+$8.02K	0.82%	34
2025 Q1	$3.19M	Sell	42,150 -14,802	-26%	-$1.23M	0.72%	42
2024 Q4	$4.83M	Sell	56,952 -4,069	-7%	-$342K	1.16%	23
2024 Q3	$5.04M	Buy	61,021 +4,136	+7%	+$334K	1.19%	22
2024 Q2	$4.71M	Buy	56,885 +29	+0.1%	+$2.21K	1.19%	23
2024 Q1	$4.25M	Buy	56,856 +5,142	+10%	+$369K	1.12%	25
2023 Q4	$3.53M	Buy	51,714 +663	+1%	+$41.7K	1.02%	27
2023 Q3	$2.95M	Buy	51,051 +11,718	+30%	+$712K	0.96%	28
2023 Q2	$2.45M	Buy	39,333 +31,333	+392%	+$1.78M	0.78%	34
2023 Q1	$435K	Buy	+8,000	New	+$399K	0.15%	74

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Long Run Wealth Advisors's IXN Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 5.6% in Q4 2025, buying an estimated $192K and bringing the position to 34,280 shares worth $3.6M. The position accounts for 0.68% of the portfolio, ranked #42.

Long Run Wealth Advisors first reported a position in IXN in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.04M in Q3 2024. 494 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

Long Run Wealth Advisors held 34,280 shares of iShares Global Tech ETF worth $3.6M as of Q4 2025.
Long Run Wealth Advisors bought 1,817 iShares Global Tech ETF shares in Q4 2025, an estimated $192K.
iShares Global Tech ETF made up 0.68% of Long Run Wealth Advisors's portfolio in Q4 2025, its #42 holding.
Long Run Wealth Advisors first reported a position in iShares Global Tech ETF in Q1 2023 and has held it in 12 quarters since.
Long Run Wealth Advisors's iShares Global Tech ETF position peaked at $5.04M in Q3 2024.
494 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.