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Sequoia Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

Sequoia Financial Advisors’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 		$898K Buy
6,217
+2,371
+62% +$306K ﹤0.01% 1002
2026
Q1 		$384K Buy
3,846
+138
+4% +$14.6K ﹤0.01% 1422
2025
Q4 		$389K Hold
3,708
– – ﹤0.01% 1420
2025
Q3 		$383K Buy
3,708
+600
+19% +$58K ﹤0.01% 1259
2025
Q2 		$287K Sell
3,108
-359
-10% -$29.1K ﹤0.01% 1288
2025
Q1 		$263K Buy
3,467
+359
+12% +$29.7K ﹤0.01% 1121
2024
Q4 		$263K Hold
3,108
– – ﹤0.01% 1073
2024
Q3 		$257K Hold
3,108
– – ﹤0.01% 1045
2024
Q2 		$257K Hold
3,108
– – ﹤0.01% 960
2024
Q1 		$233K Hold
3,108
– – ﹤0.01% 981
2023
Q4 		$212K Buy
+3,108
New +$195K ﹤0.01% 1089

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

Sequoia Financial Advisors's IXN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Global Tech ETF (IXN) stake by 62% in Q2 2026, buying an estimated $306K and bringing the position to 6,217 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Sequoia Financial Advisors first reported a position in IXN in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sequoia Financial Advisors held 6,217 shares of iShares Global Tech ETF worth $898K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,371 iShares Global Tech ETF shares in Q2 2026, an estimated $306K.
  • iShares Global Tech ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1002 holding.
  • Sequoia Financial Advisors first reported a position in iShares Global Tech ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.