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Narus Financial Partners’s iShares Global Tech ETF IXN Stock Holding History

Narus Financial Partners’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 		$1.71M Sell
11,828
-200
-2% -$25.8K 0.44% 41
2026
Q1 		$1.2M Hold
12,028
– – 0.32% 56
2025
Q4 		$1.26M Hold
12,028
– – 0.35% 51
2025
Q3 		$1.24M Hold
12,028
– – 0.34% 52
2025
Q2 		$1.11M Hold
12,028
– – 0.35% 49
2025
Q1 		$911K Sell
12,028
-25
-0.2% -$2.07K 0.31% 54
2024
Q4 		$1.02M Hold
12,053
– – 0.35% 50
2024
Q3 		$995K Sell
12,053
-3,050
-20% -$246K 0.36% 53
2024
Q2 		$1.25M Hold
15,103
– – 0.5% 43
2024
Q1 		$1.13M Hold
15,103
– – 0.48% 46
2023
Q4 		$1.03M Hold
15,103
– – 0.5% 44
2023
Q3 		$874K Hold
15,103
– – 0.45% 39
2023
Q2 		$939K Hold
15,103
– – 0.49% 41
2023
Q1 		$821K Hold
15,103
– – 0.45% 41
2022
Q4 		$677K Sell
15,103
-3,095
-17% -$141K 0.39% 45
2022
Q3 		$768K Sell
18,198
-228
-1% -$11.1K 0.49% 36
2022
Q2 		$842K Hold
18,426
– – 0.54% 36
2022
Q1 		$1.07M Buy
+18,426
New +$1.06M 0.6% 31
2021
Q1 		$811K Buy
+15,810
New +$809K 0.48% 28
2019
Q4 		$1.66M Sell
47,436
-2,094
-4% -$68.7K 1.17% 9
2019
Q3 		$1.53M Hold
49,530
– – 1.12% 8
2019
Q2 		$1.48M Buy
+49,530
New +$1.45M 1.15% 9
2017
Q3 		$1.42M Sell
59,700
-600
-1% -$13.8K 1.25% 6
2017
Q2 		$1.32M Hold
60,300
– – 1.22% 6
2017
Q1 		$1.25M Sell
60,300
-1,800
-3% -$35.6K 1.21% 7
2016
Q4 		$1.14M Buy
+62,100
New +$1.14M 1.2% 7

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

Narus Financial Partners's IXN Position: Q2 2026 in Review

Narus Financial Partners reduced its iShares Global Tech ETF (IXN) stake by 1.7% in Q2 2026, selling an estimated $25.8K and leaving 11,828 shares worth $1.71M. The position accounts for 0.44% of the portfolio, ranked #41.

Narus Financial Partners first reported a position in IXN in Q4 2016 and has held it in 26 quarters since. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Narus Financial Partners held 11,828 shares of iShares Global Tech ETF worth $1.71M as of Q2 2026.
  • Narus Financial Partners sold 200 iShares Global Tech ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Global Tech ETF made up 0.44% of Narus Financial Partners's portfolio in Q2 2026, its #41 holding.
  • Narus Financial Partners first reported a position in iShares Global Tech ETF in Q4 2016 and has held it in 26 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.