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Outlook Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Outlook 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 		$224K Buy
+1,551
New +$200K 0.05% 293
2022
Q4 		– Sell
-110,619
Closed -$4.67M – 193
2022
Q3 		$4.67M Buy
110,619
+6,995
+7% +$340K 2.09% 11
2022
Q2 		$4.74M Sell
103,624
-7,480
-7% -$378K 1.94% 12
2022
Q1 		$6.45M Sell
111,104
-20,470
-16% -$1.18M 2.16% 12
2021
Q4 		$8.47M Buy
131,574
+2,513
+2% +$154K 2.49% 9
2021
Q3 		$7.31M Buy
129,061
+37,603
+41% +$2.2M 2.39% 6
2021
Q2 		$5.14M Sell
91,458
-18,060
-16% -$972K 1.65% 11
2021
Q1 		$5.62M Sell
109,518
-15,270
-12% -$782K 1.95% 11
2020
Q4 		$6.24M Sell
124,788
-15,864
-11% -$733K 2.27% 10
2020
Q3 		$6.18M Buy
140,652
+9,306
+7% +$396K 2.46% 11
2020
Q2 		$5.16M Buy
131,346
+15,654
+14% +$554K 2.19% 12
2020
Q1 		$3.52M Buy
115,692
+13,410
+13% +$463K 1.99% 12
2019
Q4 		$3.59M Buy
102,282
+26,004
+34% +$853K 2.02% 13
2019
Q3 		$2.35M Buy
76,278
+31,704
+71% +$964K 1.4% 14
2019
Q2 		$1.33M Buy
44,574
+27,012
+154% +$789K 0.88% 29
2019
Q1 		$501K Buy
+17,562
New +$465K 0.41% 66

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

Outlook Wealth Advisors's IXN Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,551 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #293 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in IXN as recently as Q3 2022.

Outlook Wealth Advisors first reported a position in IXN in Q1 2019 and has held it in 16 quarters since. The position peaked at $8.47M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Outlook Wealth Advisors held 1,551 shares of iShares Global Tech ETF worth $224K as of Q2 2026.
  • iShares Global Tech ETF was a new Outlook Wealth Advisors position in Q2 2026.
  • iShares Global Tech ETF made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Outlook Wealth Advisors first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 16 quarters since.
  • Outlook Wealth Advisors's iShares Global Tech ETF position peaked at $8.47M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.