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Moneta Group Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Moneta Group Investment 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 		$413K Sell
2,856
-57
-2% -$7.35K ﹤0.01% 603
2026
Q1 		$291K Hold
2,913
– – ﹤0.01% 635
2025
Q4 		$306K Hold
2,913
– – ﹤0.01% 627
2025
Q3 		$301K Hold
2,913
– – ﹤0.01% 620
2025
Q2 		$269K Hold
2,913
– – ﹤0.01% 591
2025
Q1 		$221K Hold
2,913
– – ﹤0.01% 609
2024
Q4 		$247K Buy
2,913
+125
+4% +$10.5K ﹤0.01% 584
2024
Q3 		$230K Hold
2,788
– – ﹤0.01% 588
2024
Q2 		$231K Sell
2,788
-153
-5% -$11.7K ﹤0.01% 549
2024
Q1 		$220K Buy
+2,941
New +$211K ﹤0.01% 561

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

Moneta Group Investment Advisors's IXN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Global Tech ETF (IXN) stake by 2% in Q2 2026, selling an estimated $7.35K and leaving 2,856 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Moneta Group Investment Advisors first reported a position in IXN in Q1 2024 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Moneta Group Investment Advisors held 2,856 shares of iShares Global Tech ETF worth $413K as of Q2 2026.
  • Moneta Group Investment Advisors sold 57 iShares Global Tech ETF shares in Q2 2026, an estimated $7.35K.
  • iShares Global Tech ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #603 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.