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

Physician 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
Q1 		$620K Buy
6,202
+313
+5% +$33.1K 0.09% 92
2025
Q4 		$618K Buy
5,889
+89
+2% +$9.4K 0.09% 91
2025
Q3 		$599K Buy
5,800
+269
+5% +$26K 0.09% 93
2025
Q2 		$511K Sell
5,531
-836
-13% -$67.8K 0.08% 97
2025
Q1 		$482K Buy
6,367
+19
+0.3% +$1.57K 0.08% 95
2024
Q4 		$538K Buy
6,348
+2
+0% +$168 0.09% 90
2024
Q3 		$526K Sell
6,346
-115
-2% -$9.29K 0.09% 90
2024
Q2 		$557K Sell
6,461
-203
-3% -$15.5K 0.1% 86
2024
Q1 		$484K Buy
6,664
+54
+0.8% +$3.88K 0.1% 91
2023
Q4 		$468K Sell
6,610
-99
-1% -$6.23K 0.1% 91
2023
Q3 		$399K Buy
6,709
+35
+0.5% +$2.13K 0.1% 92
2023
Q2 		$415K Sell
6,674
-271
-4% -$15.4K 0.1% 88
2023
Q1 		$372K Sell
6,945
-20
-0.3% -$997 0.1% 95
2022
Q4 		$341K Buy
6,965
+131
+2% +$5.97K 0.09% 97
2022
Q3 		$309K Sell
6,834
-144
-2% -$7K 0.1% 105
2022
Q2 		$359K Buy
6,978
+283
+4% +$14.3K 0.1% 100
2022
Q1 		$361K Buy
6,695
+721
+12% +$41.6K 0.1% 107
2021
Q4 		$367K Buy
5,974
+529
+10% +$32.5K 0.1% 108
2021
Q3 		$320K Sell
5,445
-26,877
-83% -$1.57M 0.09% 115
2021
Q2 		$312K Buy
32,322
+27,324
+547% +$1.47M 0.09% 114
2021
Q1 		$267K Buy
4,998
+414
+9% +$21.2K 0.09% 121
2020
Q4 		$243K Sell
4,584
-46,236
-91% -$2.14M 0.08% 124
2020
Q3 		$2.13M Buy
50,820
+1,644
+3% +$69.9K 0.85% 27
2020
Q2 		$2.1M Buy
49,176
+41,106
+509% +$1.45M 0.85% 27
2020
Q1 		$267K Sell
8,070
-924
-10% -$31.9K 0.13% 86
2019
Q4 		$329K Hold
8,994
– – 0.15% 85
2019
Q3 		$302K Buy
+8,994
New +$273K 0.15% 86

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Physician Wealth Advisors's IXN Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 5.3% in Q1 2026, buying an estimated $33.1K and bringing the position to 6,202 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #92.

Physician Wealth Advisors first reported a position in IXN in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q3 2020. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Physician Wealth Advisors held 6,202 shares of iShares Global Tech ETF worth $620K as of Q1 2026.
  • Physician Wealth Advisors bought 313 iShares Global Tech ETF shares in Q1 2026, an estimated $33.1K.
  • iShares Global Tech ETF made up 0.09% of Physician Wealth Advisors's portfolio in Q1 2026, its #92 holding.
  • Physician Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's iShares Global Tech ETF position peaked at $2.13M in Q3 2020.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.