MontVue Capital Management’s iShares Global Tech ETF IXN Stock Holding History

MontVue Capital 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	$640K	Sell	4,429 -162	-4%	-$20.9K	0.37%	40
2026 Q1	$459K	Sell	4,591 -5	-0.1%	-$528	0.31%	39
2025 Q4	$483K	Hold	4,596	–	–	0.32%	40
2025 Q3	$474K	Sell	4,596 -372	-7%	-$36K	0.32%	41
2025 Q2	$459K	Buy	4,968 +855	+21%	+$69.3K	0.33%	39
2025 Q1	$312K	Buy	+4,113	New	+$341K	0.25%	48

Other funds holding IXN

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

NMCM

Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MontVue Capital Management's IXN Position: Q2 2026 in Review

MontVue Capital Management reduced its iShares Global Tech ETF (IXN) stake by 3.5% in Q2 2026, selling an estimated $20.9K and leaving 4,429 shares worth $640K. The position accounts for 0.37% of the portfolio, ranked #40.

MontVue Capital Management first reported a position in IXN in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

MontVue Capital Management held 4,429 shares of iShares Global Tech ETF worth $640K as of Q2 2026.
MontVue Capital Management sold 162 iShares Global Tech ETF shares in Q2 2026, an estimated $20.9K.
iShares Global Tech ETF made up 0.37% of MontVue Capital Management's portfolio in Q2 2026, its #40 holding.
MontVue Capital Management first reported a position in iShares Global Tech ETF in Q1 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.