SHJ
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Sharkey, Howes & Javer’s iShares Global Tech ETF IXN Stock Holding History

Sharkey, Howes & Javer’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 		$2.44M Sell
16,914
-3,896
-19% -$503K 0.29% 49
2026
Q1 		$2.08M Sell
20,810
-1,405
-6% -$148K 0.28% 56
2025
Q4 		$2.33M Sell
22,215
-365
-2% -$38.5K 0.3% 53
2025
Q3 		$2.33M Hold
22,580
– – 0.3% 54
2025
Q2 		$2.09M Sell
22,580
-4,606
-17% -$373K 0.28% 63
2025
Q1 		$2.06M Sell
27,186
-205
-0.7% -$17K 0.29% 63
2024
Q4 		$2.32M Sell
27,391
-2,620
-9% -$220K 0.33% 57
2024
Q3 		$2.48M Buy
30,011
+4,746
+19% +$383K 0.35% 51
2024
Q2 		$2.09M Hold
25,265
– – 0.34% 47
2024
Q1 		$1.89M Sell
25,265
-298
-1% -$21.4K 0.31% 51
2023
Q4 		$1.74M Sell
25,563
-5,015
-16% -$315K 0.31% 46
2023
Q3 		$1.77M Sell
30,578
-115
-0.4% -$6.99K 0.34% 50
2023
Q2 		$1.91M Sell
30,693
-1,200
-4% -$68K 0.36% 40
2023
Q1 		$1.73M Sell
31,893
-1,192
-4% -$59.4K 0.37% 38
2022
Q4 		$1.48M Sell
33,085
-9,467
-22% -$432K 0.34% 41
2022
Q3 		$1.79M Sell
42,552
-3,878
-8% -$189K 0.39% 41
2022
Q2 		$2.12M Sell
46,430
-80,736
-63% -$4.08M 0.51% 32
2022
Q1 		$7.38M Sell
127,166
-32,974
-21% -$1.9M 1.69% 15
2021
Q4 		$10.3M Sell
160,140
-39,514
-20% -$2.43M 2.33% 13
2021
Q3 		$11.3M Buy
199,654
+98,800
+98% +$5.78M 2.92% 11
2021
Q2 		$5.67M Sell
100,854
-56,214
-36% -$3.03M 1.51% 18
2021
Q1 		$8.06M Sell
157,068
-80,076
-34% -$4.1M 2.52% 14
2020
Q4 		$11.9M Buy
237,144
+6,804
+3% +$315K 3.96% 5
2020
Q3 		$10.1M Buy
230,340
+22,098
+11% +$940K 3.85% 7
2020
Q2 		$8.18M Buy
208,242
+14,208
+7% +$503K 3.61% 10
2020
Q1 		$5.9M Sell
194,034
-18,672
-9% -$645K 3.07% 10
2019
Q4 		$7.46M Buy
212,706
+2,106
+1% +$69.1K 3.16% 11
2019
Q3 		$6.49M Buy
210,600
+34,392
+20% +$1.05M 2.8% 12
2019
Q2 		$5.27M Sell
176,208
-44,526
-20% -$1.3M 2.39% 13
2019
Q1 		$6.29M Buy
220,734
+151,200
+217% +$4M 2.94% 11
2018
Q4 		$1.67M Buy
69,534
+9,492
+16% +$248K 1.09% 13
2018
Q3 		$1.75M Buy
+60,042
New +$1.72M 0.92% 14

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

Sharkey, Howes & Javer's IXN Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares Global Tech ETF (IXN) stake by 19% in Q2 2026, selling an estimated $503K and leaving 16,914 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #49.

Sharkey, Howes & Javer first reported a position in IXN in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.9M in Q4 2020. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sharkey, Howes & Javer held 16,914 shares of iShares Global Tech ETF worth $2.44M as of Q2 2026.
  • Sharkey, Howes & Javer sold 3,896 iShares Global Tech ETF shares in Q2 2026, an estimated $503K.
  • iShares Global Tech ETF made up 0.29% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #49 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Global Tech ETF in Q3 2018 and has held it in 32 quarters since.
  • Sharkey, Howes & Javer's iShares Global Tech ETF position peaked at $11.9M in Q4 2020.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.