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Retirement Wealth Solutions’s iShares Global Tech ETF IXN Stock Holding History

Retirement Wealth Solutions’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 		$369 Sell
2
-1
-33% -$140 ﹤0.01% 852
2026
Q2 		$380 Hold
3
– – ﹤0.01% 749
2026
Q1 		$263 Hold
3
– – ﹤0.01% 766
2025
Q4 		$276 Hold
3
– – ﹤0.01% 718
2025
Q3 		$269 Hold
3
– – ﹤0.01% 751
2025
Q2 		$241 Hold
3
– – ﹤0.01% 401
2025
Q1 		$197 Hold
3
– – ﹤0.01% 388
2024
Q4 		$218 Buy
+3
New +$252 ﹤0.01% 392

Other funds holding IXN

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

Retirement Wealth Solutions's IXN Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares Global Tech ETF (IXN) stake by 33% in Q3 2026, selling an estimated $140 and leaving 2 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Retirement Wealth Solutions first reported a position in IXN in Q4 2024 and has held it in 8 quarters since. The position peaked at $380 in Q2 2026. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Retirement Wealth Solutions held 2 shares of iShares Global Tech ETF worth $369 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 iShares Global Tech ETF share in Q3 2026, an estimated $140.
  • iShares Global Tech ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #852 holding.
  • Retirement Wealth Solutions first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares Global Tech ETF position peaked at $380 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.