LPL Financial
IXN icon

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

LPL 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
Q1 		$91.6M Sell
916,113
-38,698
-4% -$4.09M 0.02% 627
2025
Q4 		$100M Buy
954,811
+43,586
+5% +$4.6M 0.03% 548
2025
Q3 		$94M Buy
911,225
+93,997
+12% +$9.08M 0.03% 544
2025
Q2 		$75.5M Sell
817,228
-31,436
-4% -$2.55M 0.03% 586
2025
Q1 		$64.3M Buy
848,664
+12,487
+1% +$1.03M 0.03% 585
2024
Q4 		$70.9M Sell
836,177
-7,160
-0.8% -$601K 0.03% 503
2024
Q3 		$69.6M Sell
843,337
-9,697
-1% -$783K 0.03% 490
2024
Q2 		$70.6M Buy
853,034
+57,529
+7% +$4.38M 0.04% 453
2024
Q1 		$59.5M Sell
795,505
-5,859
-0.7% -$421K 0.03% 486
2023
Q4 		$54.6M Buy
801,364
+32,706
+4% +$2.06M 0.03% 472
2023
Q3 		$44.5M Sell
768,658
-5,959
-0.8% -$362K 0.03% 491
2023
Q2 		$48.2M Sell
774,617
-16,106
-2% -$913K 0.03% 462
2023
Q1 		$43M Sell
790,723
-129,310
-14% -$6.44M 0.03% 462
2022
Q4 		$41.2M Sell
920,033
-171,790
-16% -$7.83M 0.04% 450
2022
Q3 		$46.1M Sell
1,091,823
-357,498
-25% -$17.4M 0.04% 371
2022
Q2 		$66.2M Sell
1,449,321
-1,400,984
-49% -$70.8M 0.06% 280
2022
Q1 		$165M Sell
2,850,305
-724,350
-20% -$41.8M 0.14% 137
2021
Q4 		$230M Sell
3,574,655
-709,906
-17% -$43.6M 0.19% 101
2021
Q3 		$243M Buy
4,284,561
+2,344,371
+121% +$137M 0.23% 92
2021
Q2 		$109M Sell
1,940,190
-1,473,390
-43% -$79.3M 0.11% 177
2021
Q1 		$175M Buy
3,413,580
+200,874
+6% +$10.3M 0.2% 104
2020
Q4 		$161M Buy
3,212,706
+243,222
+8% +$11.2M 0.21% 98
2020
Q3 		$130M Buy
2,969,484
+215,526
+8% +$9.17M 0.2% 101
2020
Q2 		$108M Buy
2,753,958
+127,584
+5% +$4.52M 0.19% 108
2020
Q1 		$79.8M Sell
2,626,374
-208,626
-7% -$7.21M 0.17% 116
2019
Q4 		$99.5M Buy
2,835,000
+196,518
+7% +$6.45M 0.18% 107
2019
Q3 		$81.3M Buy
2,638,482
+121,644
+5% +$3.7M 0.17% 117
2019
Q2 		$75.3M Sell
2,516,838
-833,214
-25% -$24.3M 0.16% 117
2019
Q1 		$95.5M Buy
3,350,052
+302,460
+10% +$8.01M 0.22% 92
2018
Q4 		$73.2M Buy
3,047,592
+755,598
+33% +$19.8M 0.19% 103
2018
Q3 		$66.9M Buy
2,291,994
+1,897,734
+481% +$54.3M 0.16% 117
2018
Q2 		$10.8M Buy
394,260
+23,670
+6% +$648K 0.03% 442
2018
Q1 		$9.78M Buy
370,590
+30,816
+9% +$831K 0.03% 460
2017
Q4 		$8.7M Buy
339,774
+134,232
+65% +$3.4M 0.03% 449
2017
Q3 		$4.88M Sell
205,542
-1,110
-0.5% -$25.6K 0.02% 609
2017
Q2 		$4.51M Buy
206,652
+16,128
+8% +$349K 0.02% 591
2017
Q1 		$3.94M Buy
190,524
+15,030
+9% +$297K 0.03% 511
2016
Q4 		$3.24M Buy
175,494
+32,682
+23% +$598K 0.02% 573
2016
Q3 		$2.62M Buy
142,812
+3,906
+3% +$69K 0.02% 637
2016
Q2 		$2.24M Sell
138,906
-292,548
-68% -$4.76M 0.02% 702
2016
Q1 		$7.09M Buy
431,454
+48,996
+13% +$757K 0.02% 563
2015
Q4 		$6.09M Buy
382,458
+220,584
+136% +$3.62M 0.02% 631
2015
Q3 		$2.52M Sell
161,874
-76,938
-32% -$1.2M 0.01% 736
2015
Q2 		$3.8M Buy
238,812
+47,124
+25% +$779K 0.02% 619
2015
Q1 		$3.08M Sell
191,688
-43,404
-18% -$695K 0.02% 714
2014
Q4 		$3.72M Buy
235,092
+672
+0.3% +$10.4K 0.02% 609
2014
Q3 		$3.51M Sell
234,420
-144
-0.1% -$2.19K 0.02% 600
2014
Q2 		$3.48M Buy
234,564
+14,922
+7% +$214K 0.02% 615
2014
Q1 		$3.09M Buy
219,642
+30,186
+16% +$417K 0.02% 623
2013
Q4 		$2.63M Sell
189,456
-4,848
-2% -$63.8K 0.02% 687
2013
Q3 		$2.46M Buy
194,304
+20,592
+12% +$251K 0.02% 676
2013
Q2 		$2.02M Buy
+173,712
New +$2.06M 0.01% 725

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial's IXN Position: Q1 2026 in Review

LPL Financial reduced its iShares Global Tech ETF (IXN) stake by 4.1% in Q1 2026, selling an estimated $4.09M and leaving 916,113 shares worth $91.6M. The position accounts for 0.02% of the portfolio, ranked #627.

LPL Financial first reported a position in IXN in Q2 2013 and has held it in 52 quarters since. The position peaked at $243M in Q3 2021. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • LPL Financial held 916,113 shares of iShares Global Tech ETF worth $91.6M as of Q1 2026.
  • LPL Financial sold 38,698 iShares Global Tech ETF shares in Q1 2026, an estimated $4.09M.
  • iShares Global Tech ETF made up 0.02% of LPL Financial's portfolio in Q1 2026, its #627 holding.
  • LPL Financial first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Global Tech ETF position peaked at $243M in Q3 2021.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.