Peak Asset Management’s iShares Global Tech ETF IXN Stock Holding History

Peak Asset Management’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	$444K	Hold	3,076	–	–	0.07%	125
2026 Q1	$308K	Hold	3,076	–	–	0.05%	124
2025 Q4	$323K	Hold	3,076	–	–	0.06%	124
2025 Q3	$317K	Hold	3,076	–	–	0.06%	121
2025 Q2	$284K	Hold	3,076	–	–	0.05%	119
2025 Q1	$233K	Hold	3,076	–	–	0.04%	133
2024 Q4	$261K	Hold	3,076	–	–	0.05%	129
2024 Q3	$254K	Hold	3,076	–	–	0.05%	131
2024 Q2	$255K	Hold	3,076	–	–	0.05%	127
2024 Q1	$230K	Hold	3,076	–	–	0.05%	132
2023 Q4	$210K	Buy	+3,076	New	+$193K	0.05%	134
2022 Q2	–	Sell	-3,750	Closed	-$218K	–	141
2022 Q1	$218K	Hold	3,750	–	–	0.05%	128
2021 Q4	$241K	Hold	3,750	–	–	0.06%	128
2021 Q3	$212K	Hold	3,750	–	–	0.05%	131
2021 Q2	$211K	Buy	+3,750	New	+$202K	0.05%	133
2020 Q4	–	Sell	-4,800	Closed	-$211K	–	153
2020 Q3	$211K	Sell	4,800 -1,200	-20%	-$51K	0.06%	124
2020 Q2	$236K	Buy	+6,000	New	+$212K	0.08%	110

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

Peak Asset Management's IXN Position: Q2 2026 in Review

Peak Asset Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 3,076 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #125.

Peak Asset Management first reported a position in IXN in Q2 2020 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Peak Asset Management held 3,076 shares of iShares Global Tech ETF worth $444K as of Q2 2026.
Peak Asset Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.07% of Peak Asset Management's portfolio in Q2 2026, its #125 holding.
Peak Asset Management first reported a position in iShares Global Tech ETF in Q2 2020 and has held it in 17 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.