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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
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

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Root Financial Partners's IXN Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Global Tech ETF (IXN) stake by 6.6% in Q1 2026, selling an estimated $6.87K and leaving 926 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Root Financial Partners first reported a position in IXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $113K in Q3 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Root Financial Partners held 926 shares of iShares Global Tech ETF worth $92.6K as of Q1 2026.
  • Root Financial Partners sold 65 iShares Global Tech ETF shares in Q1 2026, an estimated $6.87K.
  • iShares Global Tech ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #595 holding.
  • Root Financial Partners first reported a position in iShares Global Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Global Tech ETF position peaked at $113K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.