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 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Sagespring Wealth Partners's IXN Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Global Tech ETF (IXN) stake by 5.2% in Q2 2026, buying an estimated $24.4K and bringing the position to 3,794 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #506.

Sagespring Wealth Partners first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Sagespring Wealth Partners held 3,794 shares of iShares Global Tech ETF worth $548K as of Q2 2026.
Sagespring Wealth Partners bought 189 iShares Global Tech ETF shares in Q2 2026, an estimated $24.4K.
iShares Global Tech ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #506 holding.
Sagespring Wealth Partners first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.