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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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 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. 126 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.
  • 126 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.