Sagespring Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Sagespring Wealth 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	$360K	Buy	3,605 +5	+0.1%	+$528	0.01%	590
2025 Q4	$378K	Buy	3,600 +5	+0.1%	+$528	0.01%	552
2025 Q3	$371K	Hold	3,595	–	–	0.01%	537
2025 Q2	$332K	Sell	3,595 -168	-4%	-$13.6K	0.01%	546
2025 Q1	$285K	Sell	3,763 -9	-0.2%	-$745	0.01%	531
2024 Q4	$320K	Buy	+3,772	New	+$317K	0.01%	461

Other funds holding IXN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Sagespring Wealth Partners's IXN Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares Global Tech ETF (IXN) stake by 0.14% in Q1 2026, buying an estimated $528 and bringing the position to 3,605 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #590.

Sagespring Wealth Partners first reported a position in IXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $378K in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Sagespring Wealth Partners held 3,605 shares of iShares Global Tech ETF worth $360K as of Q1 2026.
Sagespring Wealth Partners bought 5 iShares Global Tech ETF shares in Q1 2026, an estimated $528.
iShares Global Tech ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #590 holding.
Sagespring Wealth Partners first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares Global Tech ETF position peaked at $378K in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.