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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
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

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

Root Financial Partners's IXN Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 926 shares — an estimated $92.6K sold.

Root Financial Partners first reported a position in IXN in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q3 2025. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 926 iShares Global Tech ETF shares in Q2 2026, an estimated $92.6K.
  • Root Financial Partners first reported a position in iShares Global Tech ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Global Tech ETF position peaked at $113K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.