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Naviter Wealth’s iShares Global Tech ETF IXN Stock Holding History

Naviter Wealth’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 		$390K Hold
2,700
– – 0.04% 240
2026
Q1 		$270K Hold
2,700
– – 0.03% 243
2025
Q4 		$284K Hold
2,700
– – 0.04% 237
2025
Q3 		$279K Hold
2,700
– – 0.03% 236
2025
Q2 		$249K Hold
2,700
– – 0.03% 248
2025
Q1 		$204K Hold
2,700
– – 0.02% 255
2024
Q4 		$229K Hold
2,700
– – 0.03% 254
2024
Q3 		$223K Hold
2,700
– – 0.03% 220
2024
Q2 		$224K Hold
2,700
– – 0.03% 212
2024
Q1 		$202K Buy
+2,700
New +$194K 0.03% 216

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

Naviter Wealth's IXN Position: Q2 2026 in Review

Naviter Wealth held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,700 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #240.

Naviter Wealth first reported a position in IXN in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Naviter Wealth held 2,700 shares of iShares Global Tech ETF worth $390K as of Q2 2026.
  • Naviter Wealth left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #240 holding.
  • Naviter Wealth first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.