Plancorp LLC’s iShares Global Tech ETF IXN Stock Holding History

Plancorp LLC’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	$368K	Hold	2,693	–	–	0.01%	298
2026 Q1	$290K	Sell	2,693 -6	-0.2%	-$634	0.01%	296
2025 Q4	$283K	Buy	2,699 +6	+0.2%	+$634	0.01%	297
2025 Q3	$278K	Hold	2,693	–	–	0.01%	309
2025 Q2	$249K	Hold	2,693	–	–	0.01%	324
2025 Q1	$204K	Hold	2,693	–	–	0.01%	343
2024 Q4	$228K	Buy	+2,693	New	+$226K	0.01%	295

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

Plancorp LLC's IXN Position: Q2 2026 in Review

Plancorp LLC held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 2,693 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #298.

Plancorp LLC first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Plancorp LLC held 2,693 shares of iShares Global Tech ETF worth $368K as of Q2 2026.
Plancorp LLC left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #298 holding.
Plancorp LLC first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.