Richardson Capital Management’s iShares Global Tech ETF IXN Stock Holding History

Richardson Capital Management’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	$507K	Sell	3,507 -22	-0.6%	-$2.84K	0.22%	22
2026 Q1	$353K	Buy	3,529 +2,797	+382%	+$295K	0.17%	29
2025 Q4	$76.9K	Hold	732	–	–	0.04%	84
2025 Q3	$75.6K	Sell	732 -2,802	-79%	-$271K	0.04%	81
2025 Q2	$326K	Buy	3,534 +5	+0.1%	+$405	0.17%	26
2025 Q1	$267K	Hold	3,529	–	–	0.17%	28
2024 Q4	$299K	Buy	3,529 +2,702	+327%	+$227K	0.19%	25
2024 Q3	$68.3K	Sell	827 -2,822	-77%	-$228K	0.05%	50
2024 Q2	$302K	Sell	3,649 -30	-0.8%	-$2.29K	0.23%	24
2024 Q1	$275K	Buy	3,679 +2,852	+345%	+$205K	0.23%	25
2023 Q4	$56.4K	Buy	+827	New	+$52K	0.05%	54

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

Richardson Capital Management's IXN Position: Q2 2026 in Review

Richardson Capital Management reduced its iShares Global Tech ETF (IXN) stake by 0.62% in Q2 2026, selling an estimated $2.84K and leaving 3,507 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #22.

Richardson Capital Management 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.

Richardson Capital Management held 3,507 shares of iShares Global Tech ETF worth $507K as of Q2 2026.
Richardson Capital Management sold 22 iShares Global Tech ETF shares in Q2 2026, an estimated $2.84K.
iShares Global Tech ETF made up 0.22% of Richardson Capital Management's portfolio in Q2 2026, its #22 holding.
Richardson Capital Management 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 Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.