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Napa Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Napa Wealth 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
2025
Q3 		$1.05M Buy
+10,217
New +$987K 0.49% 54

Other funds holding IXN

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Napa Wealth Management's IXN Position: Q3 2025 in Review

Napa Wealth Management opened a new position in iShares Global Tech ETF (IXN) in Q3 2025: 10,217 shares worth $1.05M. The stake represents 0.49% of the portfolio and ranks #54 among its holdings.

450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

  • Napa Wealth Management held 10,217 shares of iShares Global Tech ETF worth $1.05M as of Q3 2025.
  • iShares Global Tech ETF was a new Napa Wealth Management position in Q3 2025.
  • iShares Global Tech ETF made up 0.49% of Napa Wealth Management's portfolio in Q3 2025, its #54 holding.
  • 450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.