SWM
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Segment Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Segment Wealth Management’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 		$520K Hold
3,600
– – 0.03% 225
2026
Q1 		$360K Hold
3,600
– – 0.02% 244
2025
Q4 		$378K Buy
+3,600
New +$380K 0.02% 241

Other funds holding IXN

NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Segment Wealth Management's IXN Position: Q2 2026 in Review

Segment Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 3,600 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #225.

Segment Wealth Management first reported a position in IXN in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Segment Wealth Management held 3,600 shares of iShares Global Tech ETF worth $520K as of Q2 2026.
  • Segment Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Segment Wealth Management first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.