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Savvy Advisors Inc’s iShares Global Tech ETF IXN Stock Holding History

Savvy Advisors Inc’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 		$465K Buy
3,222
+187
+6% +$24.1K 0.01% 811
2026
Q1 		$303K Buy
3,035
+347
+13% +$36.7K 0.01% 866
2025
Q4 		$282K Buy
2,688
+271
+11% +$28.6K 0.01% 795
2025
Q3 		$249K Sell
2,417
-27
-1% -$2.61K 0.01% 696
2025
Q2 		$226K Sell
2,444
-787
-24% -$63.8K 0.02% 569
2025
Q1 		$245K Buy
+3,231
New +$268K 0.02% 436

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

Savvy Advisors Inc's IXN Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Global Tech ETF (IXN) stake by 6.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 3,222 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #811.

Savvy Advisors Inc first reported a position in IXN in Q1 2025 and has held it in 6 quarters since. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Savvy Advisors Inc held 3,222 shares of iShares Global Tech ETF worth $465K as of Q2 2026.
  • Savvy Advisors Inc bought 187 iShares Global Tech ETF shares in Q2 2026, an estimated $24.1K.
  • iShares Global Tech ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #811 holding.
  • Savvy Advisors Inc first reported a position in iShares Global Tech ETF in Q1 2025 and has held it in 6 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.