Root Financial Partners
IXN icon

Root Financial Partners’s iShares Global Tech ETF IXN Stock Holding History

Root Financial Partners’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 		$62.8K Buy
+424
New +$59.2K ﹤0.01% 967
2026
Q2 		– Sell
-926
Closed -$92.6K – 1820
2026
Q1 		$92.6K Sell
926
-65
-7% -$6.87K ﹤0.01% 595
2025
Q4 		$104K Sell
991
-103
-9% -$10.9K 0.01% 456
2025
Q3 		$113K Buy
+1,094
New +$106K 0.01% 408

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's IXN Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Global Tech ETF (IXN) in Q3 2026: 424 shares worth $62.8K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IXN as recently as Q1 2026.

Root Financial Partners first reported a position in IXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Root Financial Partners held 424 shares of iShares Global Tech ETF worth $62.8K as of Q3 2026.
  • iShares Global Tech ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Global Tech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #967 holding.
  • Root Financial Partners first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Global Tech ETF position peaked at $113K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.