Maridea Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Maridea Wealth Management’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	$1.72M	Buy	11,926 +115	+1%	+$14.8K	0.19%	132
2026 Q1	$1.18M	Buy	11,811 +263	+2%	+$27.8K	0.17%	143
2025 Q4	$1.21M	Sell	11,548 -1,579	-12%	-$167K	0.18%	131
2025 Q3	$1.39M	Buy	13,127 +60	+0.5%	+$5.8K	0.22%	112
2025 Q2	$1.21M	Buy	13,067 +1,752	+15%	+$142K	0.31%	68
2025 Q1	$857K	Sell	11,315 -6,080	-35%	-$503K	0.28%	67
2024 Q4	$1.47M	Buy	+17,395	New	+$1.46M	0.47%	35

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

Maridea Wealth Management's IXN Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares Global Tech ETF (IXN) stake by 0.97% in Q2 2026, buying an estimated $14.8K and bringing the position to 11,926 shares worth $1.72M. The position accounts for 0.19% of the portfolio, ranked #132.

Maridea Wealth Management first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Maridea Wealth Management held 11,926 shares of iShares Global Tech ETF worth $1.72M as of Q2 2026.
Maridea Wealth Management bought 115 iShares Global Tech ETF shares in Q2 2026, an estimated $14.8K.
iShares Global Tech ETF made up 0.19% of Maridea Wealth Management's portfolio in Q2 2026, its #132 holding.
Maridea Wealth Management first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.