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Richards, Merrill & Peterson’s iShares Global Tech ETF IXN Stock Holding History

Richards, Merrill & Peterson’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 		$57.8K Hold
400
– – 0.02% 237
2026
Q1 		$40K Hold
400
– – 0.01% 238
2025
Q4 		$42K Sell
400
-50
-11% -$5.28K 0.02% 221
2025
Q3 		$46.4K Hold
450
– – 0.02% 189
2025
Q2 		$41.6K Hold
450
– – 0.02% 180
2025
Q1 		$34.1K Buy
+450
New +$37.3K 0.02% 287

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

Richards, Merrill & Peterson's IXN Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 400 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #237.

Richards, Merrill & Peterson first reported a position in IXN in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Richards, Merrill & Peterson held 400 shares of iShares Global Tech ETF worth $57.8K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #237 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Global Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.