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Newbridge Financial Services Group’s iShares Global Tech ETF IXN Stock Holding History

Newbridge Financial Services Group’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 		$15M Buy
103,630
+1,768
+2% +$228K 1.85% 13
2026
Q1 		$10.2M Buy
101,862
+2,709
+3% +$286K 1.67% 14
2025
Q4 		$10.4M Buy
99,153
+9,677
+11% +$1.02M 1.62% 15
2025
Q3 		$9.23M Buy
89,476
+4,101
+5% +$396K 1.38% 16
2025
Q2 		$7.88M Buy
85,375
+12,300
+17% +$997K 1.28% 17
2025
Q1 		$5.53M Buy
73,075
+19,409
+36% +$1.61M 1.34% 18
2024
Q4 		$4.55M Buy
53,666
+7,026
+15% +$590K 1.17% 20
2024
Q3 		$3.85M Buy
46,640
+13,033
+39% +$1.05M 1.35% 20
2024
Q2 		$2.78M Buy
33,607
+14,584
+77% +$1.11M 1.04% 19
2024
Q1 		$1.42M Buy
19,023
+6,941
+57% +$499K 0.62% 28
2023
Q4 		$824K Buy
12,082
+3,457
+40% +$217K 0.4% 47
2023
Q3 		$499K Buy
8,625
+3,900
+83% +$237K 0.25% 88
2023
Q2 		$294K Buy
4,725
+1,810
+62% +$103K 0.14% 150
2023
Q1 		$158K Buy
2,915
+268
+10% +$13.4K 0.08% 232
2022
Q4 		$119K Buy
2,647
+2,094
+379% +$95.5K 0.07% 266
2022
Q3 		$23K Hold
553
– – 0.01% 655
2022
Q2 		$25K Buy
553
+39
+8% +$1.97K 0.02% 588
2022
Q1 		$30K Sell
514
-290
-36% -$16.7K 0.01% 610
2021
Q4 		$52K Sell
804
-121
-13% -$7.43K 0.02% 449
2021
Q3 		$52K Buy
925
+841
+1,001% +$49.2K 0.03% 407
2021
Q2 		$5K Hold
84
– – ﹤0.01% 1125
2021
Q1 		$4K Buy
84
+24
+40% +$1.23K ﹤0.01% 1072
2020
Q4 		$3K Hold
60
– – ﹤0.01% 921
2020
Q3 		$3K Buy
+60
New +$2.55K ﹤0.01% 876

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

Newbridge Financial Services Group's IXN Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Global Tech ETF (IXN) stake by 1.7% in Q2 2026, buying an estimated $228K and bringing the position to 103,630 shares worth $15M. The position accounts for 1.85% of the portfolio, ranked #13.

Newbridge Financial Services Group first reported a position in IXN in Q3 2020 and has held it in 24 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Newbridge Financial Services Group held 103,630 shares of iShares Global Tech ETF worth $15M as of Q2 2026.
  • Newbridge Financial Services Group bought 1,768 iShares Global Tech ETF shares in Q2 2026, an estimated $228K.
  • iShares Global Tech ETF made up 1.85% of Newbridge Financial Services Group's portfolio in Q2 2026, its #13 holding.
  • Newbridge Financial Services Group first reported a position in iShares Global Tech ETF in Q3 2020 and has held it in 24 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.