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Mutual Advisors’s iShares Global Tech ETF IXN Stock Holding History

Mutual 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 		$1.26M Sell
8,749
-101
-1% -$13K 0.02% 563
2026
Q1 		$885K Buy
8,850
+25
+0.3% +$2.64K 0.02% 642
2025
Q4 		$927K Sell
8,825
-154
-2% -$16.3K 0.02% 604
2025
Q3 		$952K Sell
8,979
-40
-0.4% -$3.87K 0.02% 588
2025
Q2 		$861K Buy
9,019
+28
+0.3% +$2.27K 0.02% 569
2025
Q1 		$686K Sell
8,991
-1,225
-12% -$101K 0.02% 589
2024
Q4 		$859K Buy
10,216
+415
+4% +$34.9K 0.02% 527
2024
Q3 		$813K Sell
9,801
-415
-4% -$33.5K 0.02% 552
2024
Q2 		$806K Sell
10,216
-377
-4% -$28.7K 0.02% 555
2024
Q1 		$792K Sell
10,593
-1,215
-10% -$87.3K 0.03% 554
2023
Q4 		$805K Sell
11,808
-897
-7% -$56.4K 0.03% 515
2023
Q3 		$735K Buy
12,705
+1,103
+10% +$67.1K 0.03% 503
2023
Q2 		$722K Buy
+11,602
New +$658K 0.03% 529

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Mutual Advisors's IXN Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Global Tech ETF (IXN) stake by 1.1% in Q2 2026, selling an estimated $13K and leaving 8,749 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #563.

Mutual Advisors first reported a position in IXN in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Mutual Advisors held 8,749 shares of iShares Global Tech ETF worth $1.26M as of Q2 2026.
  • Mutual Advisors sold 101 iShares Global Tech ETF shares in Q2 2026, an estimated $13K.
  • iShares Global Tech ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #563 holding.
  • Mutual Advisors first reported a position in iShares Global Tech ETF in Q2 2023 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.