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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
Q2 		$125K Sell
863
-131
-13% -$16.9K 0.04% 313
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 $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

Medallion Wealth Advisors's IXN Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 13% in Q2 2026, selling an estimated $16.9K and leaving 863 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #313.

Medallion Wealth Advisors first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Medallion Wealth Advisors held 863 shares of iShares Global Tech ETF worth $125K as of Q2 2026.
  • Medallion Wealth Advisors sold 131 iShares Global Tech ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Global Tech ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #313 holding.
  • Medallion Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.