McKinley Carter Wealth Services’s iShares Global Tech ETF IXN Stock Holding History

McKinley Carter Wealth Services’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	$410K	Hold	2,835	–	–	0.02%	247
2026 Q1	$283K	Hold	2,835	–	–	0.02%	263
2025 Q4	$298K	Sell	2,835 -174	-6%	-$18.4K	0.02%	276
2025 Q3	$311K	Hold	3,009	–	–	0.02%	270
2025 Q2	$278K	Hold	3,009	–	–	0.02%	267
2025 Q1	$228K	Hold	3,009	–	–	0.01%	286
2024 Q4	$255K	Hold	3,009	–	–	0.02%	263
2024 Q3	$248K	Hold	3,009	–	–	0.02%	275
2024 Q2	$249K	Hold	3,009	–	–	0.02%	279
2024 Q1	$225K	Hold	3,009	–	–	0.02%	283
2023 Q4	$205K	Buy	+3,009	New	+$189K	0.02%	296
2022 Q1	–	Sell	-3,390	Closed	-$218K	–	296
2021 Q4	$218K	Sell	3,390 -456	-12%	-$28K	0.02%	278
2021 Q3	$218K	Sell	3,846 -288	-7%	-$16.9K	0.02%	271
2021 Q2	$233K	Sell	4,134 -8,622	-68%	-$464K	0.02%	263
2021 Q1	$654K	Sell	12,756 -42,894	-77%	-$2.2M	0.06%	166
2020 Q4	$2.78M	Buy	+55,650	New	+$2.57M	0.36%	76

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

McKinley Carter Wealth Services's IXN Position: Q2 2026 in Review

McKinley Carter Wealth Services held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,835 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #247.

McKinley Carter Wealth Services first reported a position in IXN in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.78M in Q4 2020. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

McKinley Carter Wealth Services held 2,835 shares of iShares Global Tech ETF worth $410K as of Q2 2026.
McKinley Carter Wealth Services left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #247 holding.
McKinley Carter Wealth Services first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 16 quarters since.
McKinley Carter Wealth Services's iShares Global Tech ETF position peaked at $2.78M in Q4 2020.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.