New Insight Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

New Insight Wealth 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 Q1	$8.87M	Sell	88,698 -300	-0.3%	-$31.7K	3.18%	6
2025 Q4	$9.34M	Buy	88,998 +2,756	+3%	+$291K	3.34%	7
2025 Q3	$8.9M	Sell	86,242 -824	-0.9%	-$79.6K	3.35%	8
2025 Q2	$8.04M	Sell	87,066 -1,479	-2%	-$120K	3.31%	8
2025 Q1	$6.71M	Buy	88,545 +9,786	+12%	+$810K	3.05%	8
2024 Q4	$6.67M	Buy	78,759 +6,927	+10%	+$582K	3.34%	9
2024 Q3	$5.93M	Buy	71,832 +10,557	+17%	+$853K	3.12%	11
2024 Q2	$5.07M	Buy	61,275 +8,917	+17%	+$679K	2.99%	11
2024 Q1	$3.92M	Buy	52,358 +11,179	+27%	+$803K	2.45%	14
2023 Q4	$2.81M	Buy	+41,179	New	+$2.59M	1.89%	16

Other funds holding IXN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

New Insight Wealth Advisors's IXN Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.34% in Q1 2026, selling an estimated $31.7K and leaving 88,698 shares worth $8.87M. The position accounts for 3.18% of the portfolio, ranked #6.

New Insight Wealth Advisors first reported a position in IXN in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.34M in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

New Insight Wealth Advisors held 88,698 shares of iShares Global Tech ETF worth $8.87M as of Q1 2026.
New Insight Wealth Advisors sold 300 iShares Global Tech ETF shares in Q1 2026, an estimated $31.7K.
iShares Global Tech ETF made up 3.18% of New Insight Wealth Advisors's portfolio in Q1 2026, its #6 holding.
New Insight Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares Global Tech ETF position peaked at $9.34M in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.