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Montis Financial’s iShares Global Tech ETF IXN Stock Holding History

Montis Financial’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 		$1.65M Buy
11,437
+37
+0.3% +$4.77K 0.34% 47
2026
Q1 		$1.14M Sell
11,400
-1,947
-15% -$206K 0.24% 55
2025
Q4 		$1.4M Sell
13,347
-6,258
-32% -$661K 0.28% 49
2025
Q3 		$2.02M Buy
+19,605
New +$1.89M 0.47% 41

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

Montis Financial's IXN Position: Q2 2026 in Review

Montis Financial increased its iShares Global Tech ETF (IXN) stake by 0.32% in Q2 2026, buying an estimated $4.77K and bringing the position to 11,437 shares worth $1.65M. The position accounts for 0.34% of the portfolio, ranked #47.

Montis Financial first reported a position in IXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.02M in Q3 2025. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Montis Financial held 11,437 shares of iShares Global Tech ETF worth $1.65M as of Q2 2026.
  • Montis Financial bought 37 iShares Global Tech ETF shares in Q2 2026, an estimated $4.77K.
  • iShares Global Tech ETF made up 0.34% of Montis Financial's portfolio in Q2 2026, its #47 holding.
  • Montis Financial first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Montis Financial's iShares Global Tech ETF position peaked at $2.02M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.