NIWA
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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
Q2 		$12.7M Sell
88,111
-587
-0.7% -$75.7K 3.75% 5
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

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

New Insight Wealth Advisors's IXN Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.66% in Q2 2026, selling an estimated $75.7K and leaving 88,111 shares worth $12.7M. The position accounts for 3.75% of the portfolio, ranked #5.

New Insight Wealth Advisors first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • New Insight Wealth Advisors held 88,111 shares of iShares Global Tech ETF worth $12.7M as of Q2 2026.
  • New Insight Wealth Advisors sold 587 iShares Global Tech ETF shares in Q2 2026, an estimated $75.7K.
  • iShares Global Tech ETF made up 3.75% of New Insight Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • New Insight Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.