Newbridge Financial Services Group
IXN icon

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
Q3 		$16.3M Buy
109,682
+6,052
+6% +$846K 1.87% 13
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Newbridge Financial Services Group's IXN Position: Q3 2026 in Review

Newbridge Financial Services Group increased its iShares Global Tech ETF (IXN) stake by 5.8% in Q3 2026, buying an estimated $846K and bringing the position to 109,682 shares worth $16.3M. The position accounts for 1.87% of the portfolio, ranked #13.

Newbridge Financial Services Group first reported a position in IXN in Q3 2020 and has held it in 25 quarters since. 331 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Newbridge Financial Services Group held 109,682 shares of iShares Global Tech ETF worth $16.3M as of Q3 2026.
  • Newbridge Financial Services Group bought 6,052 iShares Global Tech ETF shares in Q3 2026, an estimated $846K.
  • iShares Global Tech ETF made up 1.87% of Newbridge Financial Services Group's portfolio in Q3 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 25 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.