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Phoenix Financial’s iShares Global Tech ETF IXN Stock Holding History

Phoenix Financial’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 		$579M Hold
4,005,100
– – 3.95% 4
2026
Q1 		$400M Buy
+4,005,100
New +$423M 3.8% 5
2025
Q1 		– Sell
-1,863,000
Closed -$158M – 397
2024
Q4 		$158M Hold
1,863,000
– – 2.15% 11
2024
Q3 		$154M Buy
1,863,000
+1,200,000
+181% +$96.9M 2.27% 9
2024
Q2 		$54.9M Hold
663,000
– – 0.84% 31
2024
Q1 		$49.6M Buy
+663,000
New +$47.6M 0.69% 35

Other funds holding IXN

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Phoenix Financial's IXN Position: Q2 2026 in Review

Phoenix Financial held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 4,005,100 shares worth $579M. The position accounts for 3.95% of the portfolio, ranked #4.

Phoenix Financial first reported a position in IXN in Q1 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Phoenix Financial held 4,005,100 shares of iShares Global Tech ETF worth $579M as of Q2 2026.
  • Phoenix Financial left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 3.95% of Phoenix Financial's portfolio in Q2 2026, its #4 holding.
  • Phoenix Financial first reported a position in iShares Global Tech ETF in Q1 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.