Plante Moran Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Plante Moran Financial 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 Q2	$70.8K	Hold	490	–	–	﹤0.01%	296
2026 Q1	$49K	Hold	490	–	–	﹤0.01%	316
2025 Q4	$51.5K	Hold	490	–	–	﹤0.01%	322
2025 Q3	$50.6K	Hold	490	–	–	﹤0.01%	333
2025 Q2	$45.2K	Hold	490	–	–	﹤0.01%	353
2025 Q1	$37.1K	Hold	490	–	–	﹤0.01%	386
2024 Q4	$41.5K	Sell	490 -60	-11%	-$5.04K	﹤0.01%	377
2024 Q3	$45.4K	Hold	550	–	–	﹤0.01%	404
2024 Q2	$45.6K	Hold	550	–	–	﹤0.01%	351
2024 Q1	$41.1K	Hold	550	–	–	﹤0.01%	384
2023 Q4	$37.5K	Sell	550 -80	-13%	-$5.03K	﹤0.01%	358
2023 Q3	$36.4K	Hold	630	–	–	﹤0.01%	335
2023 Q2	$39.2K	Hold	630	–	–	﹤0.01%	332
2023 Q1	$34.2K	Hold	630	–	–	﹤0.01%	351
2022 Q4	$28.2K	Hold	630	–	–	﹤0.01%	393
2022 Q3	$27K	Hold	630	–	–	﹤0.01%	403
2022 Q2	$29K	Hold	630	–	–	﹤0.01%	392
2022 Q1	$37K	Hold	630	–	–	0.01%	376
2021 Q4	$41K	Hold	630	–	–	0.01%	403
2021 Q3	$36K	Hold	630	–	–	0.01%	440
2021 Q2	$35K	Hold	630	–	–	0.01%	438
2021 Q1	$32K	Hold	630	–	–	0.01%	448
2020 Q4	$32K	Sell	630 -42	-6%	-$1.94K	0.01%	432
2020 Q3	$30K	Hold	672	–	–	0.01%	410
2020 Q2	$26K	Buy	+672	New	+$23.8K	0.01%	386

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

Plante Moran Financial Advisors's IXN Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 490 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Plante Moran Financial Advisors first reported a position in IXN in Q2 2020 and has held it in 25 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Plante Moran Financial Advisors held 490 shares of iShares Global Tech ETF worth $70.8K as of Q2 2026.
Plante Moran Financial Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #296 holding.
Plante Moran Financial Advisors first reported a position in iShares Global Tech ETF in Q2 2020 and has held it in 25 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.