Pines Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Pines Wealth 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	$813K	Sell	5,629 -2,506	-31%	-$323K	0.23%	101
2026 Q1	$813K	Sell	8,135 -1,893	-19%	-$200K	0.26%	99
2025 Q4	$1.05M	Buy	10,028 +34	+0.3%	+$3.59K	0.34%	78
2025 Q3	$1.03M	Sell	9,994 -301	-3%	-$29.1K	0.35%	74
2025 Q2	$961K	Buy	10,295 +313	+3%	+$25.4K	0.34%	74
2025 Q1	$657K	Buy	9,982 +5,141	+106%	+$426K	0.3%	87
2024 Q4	$406K	Buy	+4,841	New	+$407K	0.18%	134

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

Pines Wealth Management's IXN Position: Q2 2026 in Review

Pines Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 31% in Q2 2026, selling an estimated $323K and leaving 5,629 shares worth $813K. The position accounts for 0.23% of the portfolio, ranked #101.

Pines Wealth Management first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 560 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Pines Wealth Management held 5,629 shares of iShares Global Tech ETF worth $813K as of Q2 2026.
Pines Wealth Management sold 2,506 iShares Global Tech ETF shares in Q2 2026, an estimated $323K.
iShares Global Tech ETF made up 0.23% of Pines Wealth Management's portfolio in Q2 2026, its #101 holding.
Pines Wealth Management first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's iShares Global Tech ETF position peaked at $1.05M in Q4 2025.
560 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.