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Merit Financial Group’s iShares Global Tech ETF IXN Stock Holding History

Merit Financial Group’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 		$1.3M Sell
9,015
-648
-7% -$83.6K 0.01% 943
2026
Q1 		$966K Sell
9,663
-8
-0.1% -$845 0.01% 995
2025
Q4 		$1.02M Sell
9,671
-233
-2% -$24.6K 0.01% 951
2025
Q3 		$1.02M Sell
9,904
-637
-6% -$61.6K 0.01% 858
2025
Q2 		$973K Buy
10,541
+6,825
+184% +$553K 0.01% 803
2025
Q1 		$281K Sell
3,716
-15
-0.4% -$1.24K ﹤0.01% 1143
2024
Q4 		$316K Buy
3,731
+898
+32% +$75.4K 0.01% 906
2024
Q3 		$234K Sell
2,833
-760
-21% -$61.4K 0.01% 745
2024
Q2 		$298K Sell
3,593
-113
-3% -$8.61K 0.01% 729
2024
Q1 		$270K Buy
3,706
+760
+26% +$54.6K 0.01% 747
2023
Q4 		$201K Buy
+2,946
New +$185K 0.01% 732
2022
Q4 		– Sell
-16,228
Closed -$684K – 708
2022
Q3 		$684K Sell
16,228
-18,315
-53% -$891K 0.03% 308
2022
Q2 		$1.58M Sell
34,543
-17,871
-34% -$903K 0.05% 193
2022
Q1 		$3.04M Buy
+52,414
New +$3.03M 0.18% 85

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

Merit Financial Group's IXN Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Global Tech ETF (IXN) stake by 6.7% in Q2 2026, selling an estimated $83.6K and leaving 9,015 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #943.

Merit Financial Group first reported a position in IXN in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.04M in Q1 2022. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Merit Financial Group held 9,015 shares of iShares Global Tech ETF worth $1.3M as of Q2 2026.
  • Merit Financial Group sold 648 iShares Global Tech ETF shares in Q2 2026, an estimated $83.6K.
  • iShares Global Tech ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #943 holding.
  • Merit Financial Group first reported a position in iShares Global Tech ETF in Q1 2022 and has held it in 14 quarters since.
  • Merit Financial Group's iShares Global Tech ETF position peaked at $3.04M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.