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Rollins Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Rollins Financial Advisors’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 		$12.6M Buy
87,215
+1,786
+2% +$230K 1.66% 16
2026
Q1 		$8.54M Sell
85,429
-1,604
-2% -$169K 1.35% 18
2025
Q4 		$9.14M Sell
87,033
-431
-0.5% -$45.5K 1.34% 17
2025
Q3 		$9.03M Sell
87,464
-626
-0.7% -$60.5K 1.37% 16
2025
Q2 		$8.13M Sell
88,090
-10,458
-11% -$848K 1.3% 16
2025
Q1 		$7.46M Sell
98,548
-4,855
-5% -$402K 1.3% 17
2024
Q4 		$8.76M Sell
103,403
-261
-0.3% -$21.9K 1.37% 16
2024
Q3 		$8.56M Buy
103,664
+152
+0.1% +$12.3K 1.42% 16
2024
Q2 		$8.57M Buy
103,512
+1,303
+1% +$99.3K 1.47% 16
2024
Q1 		$7.65M Buy
102,209
+2,607
+3% +$187K 1.44% 13
2023
Q4 		$6.79M Buy
+99,602
New +$6.26M 1.42% 15

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

Rollins Financial Advisors's IXN Position: Q2 2026 in Review

Rollins Financial Advisors increased its iShares Global Tech ETF (IXN) stake by 2.1% in Q2 2026, buying an estimated $230K and bringing the position to 87,215 shares worth $12.6M. The position accounts for 1.66% of the portfolio, ranked #16.

Rollins Financial Advisors 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.

  • Rollins Financial Advisors held 87,215 shares of iShares Global Tech ETF worth $12.6M as of Q2 2026.
  • Rollins Financial Advisors bought 1,786 iShares Global Tech ETF shares in Q2 2026, an estimated $230K.
  • iShares Global Tech ETF made up 1.66% of Rollins Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Rollins Financial Advisors 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 Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.