Milestone Asset Management Group’s iShares Global Tech ETF IXN Stock Holding History

Milestone Asset Management 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	$999K	Buy	6,915 +3	+0%	+$387	0.5%	50
2026 Q1	$691K	Sell	6,912 -120	-2%	-$12.7K	0.4%	60
2025 Q4	$738K	Sell	7,032 -18	-0.3%	-$1.9K	0.42%	57
2025 Q3	$728K	Hold	7,050	–	–	0.46%	58
2025 Q2	$651K	Buy	7,050 +6	+0.1%	+$486	0.48%	55
2025 Q1	$534K	Buy	7,044 +45	+0.6%	+$3.73K	0.48%	55
2024 Q4	$593K	Buy	+6,999	New	+$588K	0.53%	52

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

Milestone Asset Management Group's IXN Position: Q2 2026 in Review

Milestone Asset Management Group increased its iShares Global Tech ETF (IXN) stake by 0.04% in Q2 2026, buying an estimated $387 and bringing the position to 6,915 shares worth $999K. The position accounts for 0.5% of the portfolio, ranked #50.

Milestone Asset Management Group first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Milestone Asset Management Group held 6,915 shares of iShares Global Tech ETF worth $999K as of Q2 2026.
Milestone Asset Management Group bought 3 iShares Global Tech ETF shares in Q2 2026, an estimated $387.
iShares Global Tech ETF made up 0.5% of Milestone Asset Management Group's portfolio in Q2 2026, its #50 holding.
Milestone Asset Management Group first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.