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Medallion Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Medallion Wealth Advisors’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 		$99.3K Buy
994
+141
+17% +$14.9K 0.03% 357
2025
Q4 		$89.5K Buy
853
+1
+0.1% +$106 0.03% 372
2025
Q3 		$87.9K Hold
852
– – 0.03% 371
2025
Q2 		$77.9K Buy
852
+100
+13% +$8.11K 0.03% 386
2025
Q1 		$57.3K Hold
752
– – 0.03% 408
2024
Q4 		$62.6K Buy
+752
New +$63.2K 0.03% 372

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

Medallion Wealth Advisors's IXN Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 17% in Q1 2026, buying an estimated $14.9K and bringing the position to 994 shares worth $99.3K. The position accounts for 0.03% of the portfolio, ranked #357.

Medallion Wealth Advisors first reported a position in IXN in Q4 2024 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Medallion Wealth Advisors held 994 shares of iShares Global Tech ETF worth $99.3K as of Q1 2026.
  • Medallion Wealth Advisors bought 141 iShares Global Tech ETF shares in Q1 2026, an estimated $14.9K.
  • iShares Global Tech ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • Medallion Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.