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Montag & Associates’s iShares Global Tech ETF IXN Stock Holding History

Montag & Associates’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
Q1 		– Sell
-52
Closed -$5.46K – 970
2025
Q4 		$5.46K Hold
52
– – ﹤0.01% 813
2025
Q3 		$5.37K Hold
52
– – ﹤0.01% 814
2025
Q2 		$4.8K Buy
+52
New +$4.21K ﹤0.01% 804

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Montag & Associates's IXN Position: Q1 2026 in Review

Montag & Associates sold out of iShares Global Tech ETF (IXN) in Q1 2026, closing a stake of 52 shares — an estimated $5.46K sold.

Montag & Associates first reported a position in IXN in Q2 2025 and held it in 3 quarters. The position peaked at $5.46K in Q4 2025. 495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Montag & Associates reported no remaining iShares Global Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 52 iShares Global Tech ETF shares in Q1 2026, an estimated $5.46K.
  • Montag & Associates first reported a position in iShares Global Tech ETF in Q2 2025 and held it in 3 quarters.
  • Montag & Associates's iShares Global Tech ETF position peaked at $5.46K in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.