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OneDigital Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

OneDigital Investment 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 		$1.97M Sell
13,659
-7
-0.1% -$903 0.02% 512
2026
Q1 		$1.37M Buy
13,666
+97
+0.7% +$10.2K 0.01% 586
2025
Q4 		$1.42M Sell
13,569
-203
-1% -$21.4K 0.01% 564
2025
Q3 		$1.42M Sell
13,772
-236
-2% -$22.8K 0.01% 540
2025
Q2 		$1.29M Sell
14,008
-843
-6% -$68.3K 0.01% 559
2025
Q1 		$1.12M Sell
14,851
-441
-3% -$36.5K 0.01% 567
2024
Q4 		$1.3M Sell
15,292
-14,042
-48% -$1.18M 0.02% 551
2024
Q3 		$2.42M Sell
29,334
-929
-3% -$75K 0.03% 392
2024
Q2 		$2.51M Buy
30,263
+20,986
+226% +$1.6M 0.03% 368
2024
Q1 		$694K Buy
9,277
+753
+9% +$54.1K 0.01% 623
2023
Q4 		$581K Sell
8,524
-738
-8% -$46.4K 0.01% 659
2023
Q3 		$536K Sell
9,262
-6,067
-40% -$369K 0.01% 615
2023
Q2 		$953K Sell
15,329
-1,479
-9% -$83.8K 0.02% 422
2023
Q1 		$914K Sell
16,808
-59,475
-78% -$2.96M 0.02% 410
2022
Q4 		$3.42M Buy
76,283
+45,089
+145% +$2.06M 0.1% 174
2022
Q3 		$1.32M Buy
+31,194
New +$1.52M 0.05% 248
2020
Q1 		– Sell
-6,774
Closed -$238K – 600
2019
Q4 		$238K Sell
6,774
-1,278
-16% -$41.9K 0.02% 469
2019
Q3 		$248K Buy
8,052
+1,362
+20% +$41.4K 0.02% 435
2019
Q2 		$200K Buy
+6,690
New +$195K 0.02% 400

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

OneDigital Investment Advisors's IXN Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.05% in Q2 2026, selling an estimated $903 and leaving 13,659 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #512.

OneDigital Investment Advisors first reported a position in IXN in Q2 2019 and has held it in 19 quarters since. The position peaked at $3.42M in Q4 2022. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • OneDigital Investment Advisors held 13,659 shares of iShares Global Tech ETF worth $1.97M as of Q2 2026.
  • OneDigital Investment Advisors sold 7 iShares Global Tech ETF shares in Q2 2026, an estimated $903.
  • iShares Global Tech ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #512 holding.
  • OneDigital Investment Advisors first reported a position in iShares Global Tech ETF in Q2 2019 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's iShares Global Tech ETF position peaked at $3.42M in Q4 2022.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.