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

Marks Group 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
2025
Q3 		– Sell
-36,645
Closed -$3.38M – 300
2025
Q2 		$3.38M Sell
36,645
-22,746
-38% -$1.84M 0.31% 95
2025
Q1 		$4.5M Buy
59,391
+12,227
+26% +$1.01M 0.43% 82
2024
Q4 		$4M Buy
47,164
+1,424
+3% +$120K 0.39% 88
2024
Q3 		$3.77M Sell
45,740
-10,887
-19% -$879K 0.36% 88
2024
Q2 		$4.69M Buy
56,627
+1,840
+3% +$140K 0.49% 76
2024
Q1 		$4.1M Buy
54,787
+1,870
+4% +$134K 0.43% 82
2023
Q4 		$3.61M Buy
52,917
+24,913
+89% +$1.57M 0.41% 84
2023
Q3 		$1.62M Sell
28,004
-16,212
-37% -$986K 0.2% 135
2023
Q2 		$2.75M Buy
44,216
+1,354
+3% +$76.7K 0.33% 98
2023
Q1 		$2.33M Buy
42,862
+5,565
+15% +$277K 0.3% 108
2022
Q4 		$1.67M Buy
37,297
+5,942
+19% +$271K 0.23% 124
2022
Q3 		$1.32M Buy
31,355
+602
+2% +$29.3K 0.2% 131
2022
Q2 		$1.41M Buy
30,753
+527
+2% +$26.6K 0.2% 135
2022
Q1 		$1.75M Buy
30,226
+10,494
+53% +$606K 0.22% 113
2021
Q4 		$1.27M Buy
19,732
+15,285
+344% +$939K 0.16% 144
2021
Q3 		$248K Buy
+4,447
New +$260K 0.03% 260

Other funds holding IXN

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Marks Group Wealth Management's IXN Position: Q3 2025 in Review

Marks Group Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 36,645 shares — an estimated $3.38M sold.

Marks Group Wealth Management first reported a position in IXN in Q3 2021 and held it in 16 quarters. The position peaked at $4.69M in Q2 2024. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

  • Marks Group Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 36,645 iShares Global Tech ETF shares in Q3 2025, an estimated $3.38M.
  • Marks Group Wealth Management first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 16 quarters.
  • Marks Group Wealth Management's iShares Global Tech ETF position peaked at $4.69M in Q2 2024.
  • 450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.