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MA Private Wealth’s iShares Global Tech ETF IXN Stock Holding History

MA Private Wealth’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 		$3.44M Sell
23,824
-453
-2% -$58.4K 0.51% 30
2026
Q1 		$2.43M Sell
24,277
-206
-0.8% -$21.8K 0.41% 33
2025
Q4 		$2.57M Sell
24,483
-646
-3% -$68.2K 0.43% 30
2025
Q3 		$2.59M Sell
25,129
-219
-0.9% -$21.2K 0.44% 29
2025
Q2 		$2.34M Sell
25,348
-205
-0.8% -$16.6K 0.42% 33
2025
Q1 		$1.94M Hold
25,553
– – 0.36% 31
2024
Q4 		$2.17M Hold
25,553
– – 0.4% 28
2024
Q3 		$2.11M Sell
25,553
-27
-0.1% -$2.18K 0.39% 28
2024
Q2 		$2.12M Sell
25,580
-142
-0.6% -$10.8K 0.42% 28
2024
Q1 		$1.92M Sell
25,722
-7
-0% -$503 0.39% 30
2023
Q4 		$1.75M Sell
25,729
-1,612
-6% -$101K 0.37% 30
2023
Q3 		$1.58M Buy
27,341
+74
+0.3% +$4.5K 0.37% 32
2023
Q2 		$1.7M Sell
27,267
-2,331
-8% -$132K 0.39% 31
2023
Q1 		$1.61M Sell
29,598
-26,792
-48% -$1.33M 0.39% 32
2022
Q4 		$2.53M Sell
56,390
-4,186
-7% -$191K 0.61% 33
2022
Q3 		$2.71M Sell
60,576
-216
-0.4% -$10.5K 0.67% 31
2022
Q2 		$2.81M Sell
60,792
-151,828
-71% -$7.67M 0.68% 30
2022
Q1 		$12.3M Sell
212,620
-54,024
-20% -$3.12M 2.25% 14
2021
Q4 		$17.2M Sell
266,644
-40,584
-13% -$2.49M 3.08% 11
2021
Q3 		$17.4M Sell
307,228
-9,368
-3% -$548K 3.42% 8
2021
Q2 		$17.8M Sell
316,596
-918
-0.3% -$49.4K 3.54% 8
2021
Q1 		$16.3M Sell
317,514
-25,152
-7% -$1.29M 3.39% 8
2020
Q4 		$17.1M Sell
342,666
-65,952
-16% -$3.05M 3.92% 7
2020
Q3 		$18M Sell
408,618
-4,080
-1% -$174K 4.24% 5
2020
Q2 		$16.2M Sell
412,698
-164,634
-29% -$5.83M 4.05% 5
2020
Q1 		$17.5M Sell
577,332
-10,032
-2% -$347K 5.16% 5
2019
Q4 		$20.6M Sell
587,364
-84,036
-13% -$2.76M 6.32% 5
2019
Q3 		$20.7M Sell
671,400
-107,586
-14% -$3.27M 5.82% 5
2019
Q2 		$23.3M Sell
778,986
-37,290
-5% -$1.09M 6.79% 3
2019
Q1 		$23.3M Buy
816,276
+185,910
+29% +$4.92M 7.39% 2
2018
Q4 		$15.1M Buy
+630,366
New +$16.5M 5.74% 6

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

MA Private Wealth's IXN Position: Q2 2026 in Review

MA Private Wealth reduced its iShares Global Tech ETF (IXN) stake by 1.9% in Q2 2026, selling an estimated $58.4K and leaving 23,824 shares worth $3.44M. The position accounts for 0.51% of the portfolio, ranked #30.

MA Private Wealth first reported a position in IXN in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.3M in Q2 2019. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • MA Private Wealth held 23,824 shares of iShares Global Tech ETF worth $3.44M as of Q2 2026.
  • MA Private Wealth sold 453 iShares Global Tech ETF shares in Q2 2026, an estimated $58.4K.
  • iShares Global Tech ETF made up 0.51% of MA Private Wealth's portfolio in Q2 2026, its #30 holding.
  • MA Private Wealth first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 31 quarters since.
  • MA Private Wealth's iShares Global Tech ETF position peaked at $23.3M in Q2 2019.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.