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Rothschild Investment LLC’s iShares Global Tech ETF IXN Stock Holding History

Rothschild Investment LLC’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 		$46.4K Hold
321
– – ﹤0.01% 1268
2026
Q1 		$32.1K Hold
321
– – ﹤0.01% 1250
2025
Q4 		$33.7K Buy
321
+3
+0.9% +$317 ﹤0.01% 1145
2025
Q3 		$32.8K Hold
318
– – ﹤0.01% 1113
2025
Q2 		$29.4K Hold
318
– – ﹤0.01% 922
2025
Q1 		$24.1K Hold
318
– – ﹤0.01% 945
2024
Q4 		$27K Hold
318
– – ﹤0.01% 926
2024
Q3 		$26.2K Hold
318
– – ﹤0.01% 937
2024
Q2 		$26.3K Hold
318
– – ﹤0.01% 907
2024
Q1 		$23.8K Hold
318
– – ﹤0.01% 886
2023
Q4 		$21.7K Buy
+318
New +$20K ﹤0.01% 841

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

Rothschild Investment LLC's IXN Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 321 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 321 shares of iShares Global Tech ETF worth $46.4K as of Q2 2026.
  • Rothschild Investment LLC left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1268 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.