RSWM
IXN icon

Robertson Stephens Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Robertson Stephens Wealth 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
2025
Q3 		– Sell
-23,555
Closed -$2.18M – 556
2025
Q2 		$2.18M Hold
23,555
– – 0.07% 178
2025
Q1 		$1.78M Hold
23,555
– – 0.06% 203
2024
Q4 		$2M Sell
23,555
-2,987
-11% -$251K 0.07% 197
2024
Q3 		$2.19M Buy
26,542
+106
+0.4% +$8.56K 0.08% 187
2024
Q2 		$2.19M Buy
26,436
+2,878
+12% +$219K 0.11% 145
2024
Q1 		$1.76M Sell
23,558
-5,031
-18% -$361K 0.09% 169
2023
Q4 		$1.95M Sell
28,589
-253
-0.9% -$15.9K 0.12% 143
2023
Q3 		$1.67M Sell
28,842
-1,732
-6% -$105K 0.11% 159
2023
Q2 		$1.9M Hold
30,574
– – 0.13% 134
2023
Q1 		$1.66M Hold
30,574
– – 0.13% 146
2022
Q4 		$1.37M Sell
30,574
-792
-3% -$36.1K 0.13% 144
2022
Q3 		$1.32M Sell
31,366
-5,902
-16% -$287K 0.14% 125
2022
Q2 		$1.7M Sell
37,268
-11,334
-23% -$573K 0.16% 115
2022
Q1 		$2.82M Sell
48,602
-9,376
-16% -$541K 0.24% 85
2021
Q4 		$3.73M Sell
57,978
-5,423
-9% -$333K 0.31% 73
2021
Q3 		$3.59M Buy
63,401
+13,397
+27% +$784K 0.41% 50
2021
Q2 		$2.81M Sell
50,004
-3,108
-6% -$167K 0.34% 57
2021
Q1 		$2.72M Buy
53,112
+3,216
+6% +$165K 0.44% 47
2020
Q4 		$2.5M Buy
49,896
+5,478
+12% +$253K 0.52% 44
2020
Q3 		$1.95M Buy
44,418
+204
+0.5% +$8.68K 0.48% 45
2020
Q2 		$1.74M Buy
44,214
+34,260
+344% +$1.21M 0.5% 45
2020
Q1 		$303K Buy
+9,954
New +$344K 0.1% 134

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Robertson Stephens Wealth Management's IXN Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Global Tech ETF (IXN) in Q3 2025, closing a stake of 23,555 shares — an estimated $2.18M sold.

Robertson Stephens Wealth Management first reported a position in IXN in Q1 2020 and held it in 22 quarters. The position peaked at $3.73M in Q4 2021. 450 funds tracked by Wall St. Rank hold IXN as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares Global Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 23,555 iShares Global Tech ETF shares in Q3 2025, an estimated $2.18M.
  • Robertson Stephens Wealth Management first reported a position in iShares Global Tech ETF in Q1 2020 and held it in 22 quarters.
  • Robertson Stephens Wealth Management's iShares Global Tech ETF position peaked at $3.73M in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.