Physician Wealth Advisors
IXN icon

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
Q3 		$932K Sell
6,285
-25
-0.4% -$3.49K 0.11% 87
2026
Q2 		$912K Buy
6,310
+108
+2% +$13.9K 0.11% 83
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 Buy
5,445
+58
+1% +$3.4K 0.09% 115
2021
Q2 		$312K Buy
5,387
+389
+8% +$20.9K 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Physician Wealth Advisors's IXN Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares Global Tech ETF (IXN) stake by 0.4% in Q3 2026, selling an estimated $3.49K and leaving 6,285 shares worth $932K. The position accounts for 0.11% of the portfolio, ranked #87.

Physician Wealth Advisors first reported a position in IXN in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.13M in Q3 2020. 349 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Physician Wealth Advisors held 6,285 shares of iShares Global Tech ETF worth $932K as of Q3 2026.
  • Physician Wealth Advisors sold 25 iShares Global Tech ETF shares in Q3 2026, an estimated $3.49K.
  • iShares Global Tech ETF made up 0.11% of Physician Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • Physician Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's iShares Global Tech ETF position peaked at $2.13M in Q3 2020.
  • 349 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.