PS
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Principal Securities’s iShares Global Tech ETF IXN Stock Holding History

Principal Securities’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 		$347K Buy
2,401
+42
+2% +$5.42K ﹤0.01% 1265
2026
Q1 		$236K Buy
2,359
+47
+2% +$4.96K ﹤0.01% 1316
2025
Q4 		$243K Sell
2,312
-443
-16% -$46.8K ﹤0.01% 1229
2025
Q3 		$284K Buy
2,755
+241
+10% +$23.3K ﹤0.01% 1138
2025
Q2 		$232K Sell
2,514
-81
-3% -$6.57K ﹤0.01% 1177
2025
Q1 		$220K Hold
2,595
– – ﹤0.01% 1088
2024
Q4 		$220K Buy
2,595
+352
+16% +$29.6K 0.01% 1088
2024
Q3 		$185K Sell
2,243
-543
-19% -$43.9K ﹤0.01% 1134
2024
Q2 		$231K Sell
2,786
-470
-14% -$35.8K 0.01% 987
2024
Q1 		$244K Buy
3,256
+234
+8% +$16.8K 0.01% 938
2023
Q4 		$206K Buy
+3,022
New +$190K 0.01% 924

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

Principal Securities's IXN Position: Q2 2026 in Review

Principal Securities increased its iShares Global Tech ETF (IXN) stake by 1.8% in Q2 2026, buying an estimated $5.42K and bringing the position to 2,401 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Principal Securities first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Principal Securities held 2,401 shares of iShares Global Tech ETF worth $347K as of Q2 2026.
  • Principal Securities bought 42 iShares Global Tech ETF shares in Q2 2026, an estimated $5.42K.
  • iShares Global Tech ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1265 holding.
  • Principal Securities first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.