Sagespring Wealth Partners
IXN icon

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
Q3 		$562K Hold
3,794
– – 0.01% 513
2026
Q2 		$548K Buy
3,794
+189
+5% +$24.4K 0.01% 506
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

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

Sagespring Wealth Partners's IXN Position: Q3 2026 in Review

Sagespring Wealth Partners held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 3,794 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #513.

Sagespring Wealth Partners first reported a position in IXN in Q4 2024 and has held it in 8 quarters since. 521 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Sagespring Wealth Partners held 3,794 shares of iShares Global Tech ETF worth $562K as of Q3 2026.
  • Sagespring Wealth Partners left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #513 holding.
  • Sagespring Wealth Partners first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 8 quarters since.
  • 521 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.