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

Mission 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	$741K	Buy	5,129 +200	+4%	+$25.8K	0.01%	561
2026 Q1	$493K	Sell	4,929 -212	-4%	-$22.4K	0.01%	492
2025 Q4	$540K	Sell	5,141 -13	-0.3%	-$1.37K	0.01%	477
2025 Q3	$532K	Buy	5,154 +212	+4%	+$20.5K	0.01%	472
2025 Q2	$456K	Hold	4,942	–	–	0.01%	494
2025 Q1	$374K	Hold	4,942	–	–	0.01%	523
2024 Q4	$419K	Hold	4,942	–	–	0.01%	470
2024 Q3	$408K	Sell	4,942 -2,636	-35%	-$213K	0.01%	470
2024 Q2	$628K	Hold	7,578	–	–	0.02%	362
2024 Q1	$567K	Hold	7,578	–	–	0.01%	407
2023 Q4	$517K	Hold	7,578	–	–	0.02%	364
2023 Q3	$438K	Hold	7,578	–	–	0.02%	366
2023 Q2	$471K	Hold	7,578	–	–	0.02%	353
2023 Q1	$412K	Buy	+7,578	New	+$378K	0.02%	378

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

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

Mission Wealth Management increased its iShares Global Tech ETF (IXN) stake by 4.1% in Q2 2026, buying an estimated $25.8K and bringing the position to 5,129 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #561.

Mission Wealth Management first reported a position in IXN in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Mission Wealth Management held 5,129 shares of iShares Global Tech ETF worth $741K as of Q2 2026.
Mission Wealth Management bought 200 iShares Global Tech ETF shares in Q2 2026, an estimated $25.8K.
iShares Global Tech ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #561 holding.
Mission Wealth Management first reported a position in iShares Global Tech ETF in Q1 2023 and has held it in 14 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.