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Mount Yale Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Mount Yale Investment Advisors’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 		$637K Buy
+6,376
New +$674K 0.01% 639
2025
Q3 		– Sell
-4,140
Closed -$382K – 1147
2025
Q2 		$382K Sell
4,140
-12,246
-75% -$992K 0.03% 397
2025
Q1 		$1.24M Sell
16,386
-5,104
-24% -$423K 0.11% 167
2024
Q4 		$1.82M Buy
21,490
+289
+1% +$24.3K 0.15% 127
2024
Q3 		$1.75M Buy
21,201
+294
+1% +$23.8K 0.17% 133
2024
Q2 		$1.73M Buy
20,907
+2,010
+11% +$153K 0.14% 144
2024
Q1 		$1.41M Buy
18,897
+252
+1% +$18.1K 0.11% 174
2023
Q4 		$1.27M Buy
18,645
+6,036
+48% +$380K 0.12% 172
2023
Q3 		$729K Sell
12,609
-300
-2% -$18.2K 0.08% 242
2023
Q2 		$803K Sell
12,909
-2,378
-16% -$135K 0.09% 231
2023
Q1 		$831K Buy
15,287
+8,421
+123% +$420K 0.09% 223
2022
Q4 		$308K Sell
6,866
-12,584
-65% -$574K 0.03% 348
2022
Q3 		$820K Buy
19,450
+4,717
+32% +$229K 0.11% 199
2022
Q2 		$673K Sell
14,733
-7,427
-34% -$375K 0.08% 242
2022
Q1 		$1.29M Sell
22,160
-2,296
-9% -$133K 0.14% 163
2021
Q4 		$1.57M Sell
24,456
-4,997
-17% -$307K 0.16% 134
2021
Q3 		$1.67M Buy
29,453
+15,629
+113% +$915K 0.19% 122
2021
Q2 		$778K Sell
13,824
-9,936
-42% -$535K 0.09% 218
2021
Q1 		$1.22M Buy
23,760
+3,060
+15% +$157K 0.16% 131
2020
Q4 		$1.03M Buy
20,700
+1,374
+7% +$63.5K 0.15% 163
2020
Q3 		$849K Buy
19,326
+576
+3% +$24.5K 0.12% 169
2020
Q2 		$736K Buy
18,750
+5,268
+39% +$186K 0.13% 165
2020
Q1 		$410K Buy
13,482
+5,418
+67% +$187K 0.09% 210
2019
Q4 		$290K Buy
+8,064
New +$265K 0.05% 283

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Mount Yale Investment Advisors's IXN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Global Tech ETF (IXN) in Q1 2026: 6,376 shares worth $637K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IXN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IXN in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.82M in Q4 2024. 495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Mount Yale Investment Advisors held 6,376 shares of iShares Global Tech ETF worth $637K as of Q1 2026.
  • iShares Global Tech ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Global Tech ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #639 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's iShares Global Tech ETF position peaked at $1.82M in Q4 2024.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.