Proactive Wealth Strategies
IXN icon

Proactive Wealth Strategies’s iShares Global Tech ETF IXN Stock Holding History

Proactive Wealth Strategies’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
Q3 		$214K Hold
1,445
– – 0.03% 213
2026
Q2 		$209K Buy
+1,445
New +$186K 0.03% 213

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Proactive Wealth Strategies's IXN Position: Q3 2026 in Review

Proactive Wealth Strategies held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 1,445 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #213.

Proactive Wealth Strategies first reported a position in IXN in Q2 2026 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Proactive Wealth Strategies held 1,445 shares of iShares Global Tech ETF worth $214K as of Q3 2026.
  • Proactive Wealth Strategies left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q3 2026, its #213 holding.
  • Proactive Wealth Strategies first reported a position in iShares Global Tech ETF in Q2 2026 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.