Morris Financial Concepts’s iShares Global Tech ETF IXN Stock Holding History

Morris Financial Concepts’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	$54.2K	Hold	375	–	–	0.02%	160
2026 Q1	$37.5K	Hold	375	–	–	0.01%	160
2025 Q4	$39.4K	Hold	375	–	–	0.01%	157
2025 Q3	$38.7K	Hold	375	–	–	0.01%	159
2025 Q2	$34.6K	Hold	375	–	–	0.01%	159
2025 Q1	$28.4K	Hold	375	–	–	0.01%	160
2024 Q4	$31.8K	Sell	375 -71	-16%	-$5.96K	0.01%	150
2024 Q3	$36.8K	Hold	446	–	–	0.02%	154
2024 Q2	$36.9K	Sell	446 -10	-2%	-$762	0.02%	125
2024 Q1	$34.1K	Sell	456 -10	-2%	-$718	0.02%	124
2023 Q4	$31.8K	Hold	466	–	–	0.02%	121
2023 Q3	$27K	Sell	466 -168	-26%	-$10.2K	0.02%	116
2023 Q2	$39.4K	Hold	634	–	–	0.03%	109
2023 Q1	$34.5K	Sell	634 -320	-34%	-$15.9K	0.02%	111
2022 Q4	$42.8K	Sell	954 -604	-39%	-$27.5K	0.03%	102
2022 Q3	$66K	Hold	1,558	–	–	0.07%	76
2022 Q2	$71K	Buy	+1,558	New	+$78.7K	0.07%	81

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Morris Financial Concepts's IXN Position: Q2 2026 in Review

Morris Financial Concepts held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 375 shares worth $54.2K. The position accounts for 0.02% of the portfolio, ranked #160.

Morris Financial Concepts first reported a position in IXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $71K in Q2 2022. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Morris Financial Concepts held 375 shares of iShares Global Tech ETF worth $54.2K as of Q2 2026.
Morris Financial Concepts left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #160 holding.
Morris Financial Concepts first reported a position in iShares Global Tech ETF in Q2 2022 and has held it in 17 quarters since.
Morris Financial Concepts's iShares Global Tech ETF position peaked at $71K in Q2 2022.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.