Montis Financial
IXN icon

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
Q3 		$1.55M Sell
10,459
-978
-9% -$137K 0.32% 47
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Montis Financial's IXN Position: Q3 2026 in Review

Montis Financial reduced its iShares Global Tech ETF (IXN) stake by 8.6% in Q3 2026, selling an estimated $137K and leaving 10,459 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #47.

Montis Financial first reported a position in IXN in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q3 2025. 455 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Montis Financial held 10,459 shares of iShares Global Tech ETF worth $1.55M as of Q3 2026.
  • Montis Financial sold 978 iShares Global Tech ETF shares in Q3 2026, an estimated $137K.
  • iShares Global Tech ETF made up 0.32% of Montis Financial's portfolio in Q3 2026, its #47 holding.
  • Montis Financial first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • Montis Financial's iShares Global Tech ETF position peaked at $2.02M in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.