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

Meridian 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 		$2.01M Buy
13,899
+18
+0.1% +$2.32K 0.06% 256
2026
Q1 		$1.39M Sell
13,881
-1,869
-12% -$197K 0.05% 294
2025
Q4 		$1.65M Sell
15,750
-319
-2% -$33.7K 0.06% 257
2025
Q3 		$1.66M Buy
16,069
+155
+1% +$15K 0.06% 250
2025
Q2 		$1.47M Buy
15,914
+30
+0.2% +$2.43K 0.06% 241
2025
Q1 		$1.2M Sell
15,884
-157
-1% -$13K 0.06% 253
2024
Q4 		$1.36M Buy
16,041
+31
+0.2% +$2.6K 0.06% 235
2024
Q3 		$1.32M Buy
+16,010
New +$1.29M 0.06% 232
2024
Q2 		– Sell
-16,111
Closed -$1.21M – 428
2024
Q1 		$1.21M Sell
16,111
-276
-2% -$19.8K 0.2% 83
2023
Q4 		$1.12M Sell
16,387
-16,095
-50% -$1.01M 0.07% 239
2023
Q3 		$1.88M Buy
32,482
+15,416
+90% +$937K 0.12% 162
2023
Q2 		$1.06M Sell
17,066
-2,630
-13% -$149K 0.09% 184
2023
Q1 		$1.07M Sell
19,696
-639
-3% -$31.8K 0.09% 192
2022
Q4 		$912K Sell
20,335
-3,277
-14% -$149K 0.09% 209
2022
Q3 		$996K Sell
23,612
-1,746
-7% -$84.9K 0.11% 186
2022
Q2 		$1.16M Buy
25,358
+293
+1% +$14.8K 0.09% 224
2022
Q1 		$1.45M Sell
25,065
-1,085
-4% -$62.6K 0.16% 118
2021
Q4 		$1.68M Buy
26,150
+257
+1% +$15.8K 0.18% 106
2021
Q3 		$1.47M Buy
25,893
+921
+4% +$53.9K 0.18% 111
2021
Q2 		$1.41M Sell
24,972
-1,554
-6% -$83.6K 0.18% 112
2021
Q1 		$1.36M Buy
26,526
+3,114
+13% +$159K 0.2% 100
2020
Q4 		$1.17M Buy
23,412
+8,394
+56% +$388K 0.19% 102
2020
Q3 		$659K Sell
15,018
-798
-5% -$33.9K 0.16% 118
2020
Q2 		$620K Buy
15,816
+30
+0.2% +$1.06K 0.21% 108
2020
Q1 		$479K Sell
15,786
-210
-1% -$7.26K 0.21% 112
2019
Q4 		$561K Sell
15,996
-108
-0.7% -$3.54K 0.27% 70
2019
Q3 		$497K Sell
16,104
-456
-3% -$13.9K 0.23% 83
2019
Q2 		$496K Buy
16,560
+42
+0.3% +$1.23K 0.2% 84
2019
Q1 		$471K Sell
16,518
-306
-2% -$8.1K 0.21% 88
2018
Q4 		$404K Buy
16,824
+1,692
+11% +$44.2K 0.24% 85
2018
Q3 		$442K Buy
15,132
+3,390
+29% +$96.9K 0.19% 96
2018
Q2 		$322K Buy
11,742
+372
+3% +$10.2K 0.15% 129
2018
Q1 		$300K Buy
11,370
+750
+7% +$20.2K 0.15% 138
2017
Q4 		$275K Buy
+10,620
New +$269K 0.17% 135

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

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

Meridian Wealth Management increased its iShares Global Tech ETF (IXN) stake by 0.13% in Q2 2026, buying an estimated $2.32K and bringing the position to 13,899 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #256.

Meridian Wealth Management first reported a position in IXN in Q4 2017 and has held it in 34 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Meridian Wealth Management held 13,899 shares of iShares Global Tech ETF worth $2.01M as of Q2 2026.
  • Meridian Wealth Management bought 18 iShares Global Tech ETF shares in Q2 2026, an estimated $2.32K.
  • iShares Global Tech ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Meridian Wealth Management first reported a position in iShares Global Tech ETF in Q4 2017 and has held it in 34 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.