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Mountain Capital Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Mountain Capital 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
Q2 		– Sell
-1,991
Closed -$241K – 96
2026
Q1 		$241K Sell
1,991
-2,650
-57% -$280K 0.04% 70
2025
Q4 		$498K Buy
4,641
+124
+3% +$13.1K 0.08% 40
2025
Q3 		$471K Sell
4,517
-384
-8% -$37.1K 0.08% 39
2025
Q2 		$447K Sell
4,901
-448
-8% -$36.3K 0.09% 31
2025
Q1 		$404K Buy
5,349
+282
+6% +$23.3K 0.09% 32
2024
Q4 		$432K Sell
5,067
-111
-2% -$9.32K 0.09% 32
2024
Q3 		$435K Buy
5,178
+1,545
+43% +$125K 0.1% 32
2024
Q2 		$313K Sell
3,633
-311
-8% -$23.7K 0.08% 35
2024
Q1 		$294K Sell
3,944
-145
-4% -$10.4K 0.08% 33
2023
Q4 		$273K Buy
4,089
+370
+10% +$23.3K 0.09% 52
2023
Q3 		$236K Buy
3,719
+204
+6% +$12.4K 0.09% 52
2023
Q2 		$220K Buy
+3,515
New +$199K 0.08% 64
2022
Q4 		– Sell
-20,333
Closed -$875K – 85
2022
Q3 		$875K Buy
20,333
+691
+4% +$33.6K 0.46% 67
2022
Q2 		$931K Sell
19,642
-1,049
-5% -$53K 0.47% 59
2022
Q1 		$1.12M Sell
20,691
-5,159
-20% -$298K 0.53% 62
2021
Q4 		$1.61M Sell
25,850
-15,915
-38% -$978K 0.73% 44
2021
Q3 		$2.39M Buy
41,765
+16,097
+63% +$942K 1.26% 18
2021
Q2 		$1.46M Sell
25,668
-14,508
-36% -$781K 0.67% 31
2021
Q1 		$2.2M Buy
40,176
+2,586
+7% +$132K 1.1% 21
2020
Q4 		$1.9M Buy
37,590
+4,110
+12% +$190K 1.14% 19
2020
Q3 		$1.55M Sell
33,480
-76,014
-69% -$3.23M 1% 28
2020
Q2 		$4.38M Buy
109,494
+4,368
+4% +$155K 2% 11
2020
Q1 		$3.39M Sell
105,126
-125,004
-54% -$4.32M 1.75% 13
2019
Q4 		$8.23M Buy
+230,130
New +$7.55M 3.66% 10

Other funds holding IXN

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM

Mountain Capital Investment Advisors's IXN Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 1,991 shares — an estimated $241K sold.

Mountain Capital Investment Advisors first reported a position in IXN in Q4 2019 and held it in 24 quarters. The position peaked at $8.23M in Q4 2019. 166 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,991 iShares Global Tech ETF shares in Q2 2026, an estimated $241K.
  • Mountain Capital Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 24 quarters.
  • Mountain Capital Investment Advisors's iShares Global Tech ETF position peaked at $8.23M in Q4 2019.
  • 166 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.