PWPS
IXN icon

Pinnacle Wealth Planning Services’s iShares Global Tech ETF IXN Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.3K Hold
210
– – ﹤0.01% 1578
2026
Q1 		$21K Hold
210
– – ﹤0.01% 1676
2025
Q4 		$22.1K Buy
+210
New +$22.2K ﹤0.01% 1670
2021
Q1 		– Sell
-72
Closed -$4K – 1151
2020
Q4 		$4K Buy
+72
New +$3.33K ﹤0.01% 1730

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's IXN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 210 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Pinnacle Wealth Planning Services first reported a position in IXN in Q4 2020 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 210 shares of iShares Global Tech ETF worth $30.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1578 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.