PDS Planning’s iShares Global Tech ETF IXN Stock Holding History

PDS 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 Q1	$394K	Hold	3,943	–	–	0.03%	318
2025 Q4	$414K	Sell	3,943 -58	-1%	-$6.12K	0.03%	304
2025 Q3	$413K	Buy	4,001 +575	+17%	+$55.6K	0.03%	290
2025 Q2	$316K	Hold	3,426	–	–	0.02%	338
2025 Q1	$259K	Hold	3,426	–	–	0.02%	366
2024 Q4	$290K	Hold	3,426	–	–	0.03%	299
2024 Q3	$283K	Hold	3,426	–	–	0.03%	313
2024 Q2	$284K	Hold	3,426	–	–	0.03%	268
2024 Q1	$256K	Hold	3,426	–	–	0.03%	295
2023 Q4	$234K	Buy	+3,426	New	+$215K	0.03%	295
2023 Q3	–	Sell	-3,426	Closed	-$213K	–	354
2023 Q2	$213K	Buy	+3,426	New	+$194K	0.03%	280
2022 Q1	–	Sell	-3,426	Closed	-$221K	–	242
2021 Q4	$221K	Buy	+3,426	New	+$211K	0.04%	176

Other funds holding IXN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PDS Planning's IXN Position: Q1 2026 in Review

PDS Planning held its iShares Global Tech ETF (IXN) position steady in Q1 2026 at 3,943 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #318.

PDS Planning first reported a position in IXN in Q4 2021 and has held it in 12 quarters since. The position peaked at $414K in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

PDS Planning held 3,943 shares of iShares Global Tech ETF worth $394K as of Q1 2026.
PDS Planning left its iShares Global Tech ETF share count unchanged in Q1 2026.
iShares Global Tech ETF made up 0.03% of PDS Planning's portfolio in Q1 2026, its #318 holding.
PDS Planning first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 12 quarters since.
PDS Planning's iShares Global Tech ETF position peaked at $414K in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.