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 Q2	$570K	Hold	3,943	–	–	0.03%	273
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 $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

PDS Planning's IXN Position: Q2 2026 in Review

PDS Planning held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 3,943 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #273.

PDS Planning first reported a position in IXN in Q4 2021 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

PDS Planning held 3,943 shares of iShares Global Tech ETF worth $570K as of Q2 2026.
PDS Planning left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.03% of PDS Planning's portfolio in Q2 2026, its #273 holding.
PDS Planning first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 13 quarters since.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.