Next Level Wealth Planning’s iShares Global Tech ETF IXN Stock Holding History

Next Level Wealth Planning’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	$445K	Hold	3,079	–	–	0.2%	43
2026 Q1	$308K	Hold	3,079	–	–	0.16%	51
2025 Q4	$323K	Hold	3,079	–	–	0.17%	45
2025 Q3	$318K	Hold	3,079	–	–	0.18%	39
2025 Q2	$284K	Buy	+3,079	New	+$250K	0.18%	41

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Next Level Wealth Planning's IXN Position: Q2 2026 in Review

Next Level Wealth Planning held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 3,079 shares worth $445K. The position accounts for 0.2% of the portfolio, ranked #43.

Next Level Wealth Planning first reported a position in IXN in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Next Level Wealth Planning held 3,079 shares of iShares Global Tech ETF worth $445K as of Q2 2026.
Next Level Wealth Planning left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.2% of Next Level Wealth Planning's portfolio in Q2 2026, its #43 holding.
Next Level Wealth Planning first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 5 quarters since.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.