Sheets Smith Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Sheets Smith 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	$2M	Sell	13,842 -1,180	-8%	-$152K	0.2%	106
2026 Q1	$1.5M	Buy	15,022 +186	+1%	+$19.6K	0.17%	125
2025 Q4	$1.56M	Sell	14,836 -60	-0.4%	-$6.34K	0.17%	123
2025 Q3	$1.54M	Sell	14,896 -915	-6%	-$88.4K	0.17%	122
2025 Q2	$1.46M	Sell	15,811 -577	-4%	-$46.8K	0.17%	120
2025 Q1	$1.24M	Sell	16,388 -3,356	-17%	-$278K	0.15%	130
2024 Q4	$1.67M	Sell	19,744 -49	-0.2%	-$4.12K	0.2%	108
2024 Q3	$1.63M	Sell	19,793 -516	-3%	-$41.7K	0.2%	114
2024 Q2	$1.68M	Buy	20,309 +9	+0%	+$686	0.2%	112
2024 Q1	$1.52M	Sell	20,300 -794	-4%	-$57K	0.17%	126
2023 Q4	$1.44M	Sell	21,094 -638	-3%	-$40.1K	0.2%	106
2023 Q3	$1.26M	Sell	21,732 -167	-0.8%	-$10.2K	0.19%	113
2023 Q2	$1.36M	Sell	21,899 -2,004	-8%	-$114K	0.2%	108
2023 Q1	$1.3M	Sell	23,903 -5,707	-19%	-$284K	0.2%	110
2022 Q4	$1.33M	Sell	29,610 -2,716	-8%	-$124K	0.21%	105
2022 Q3	$1.36M	Sell	32,326 -2,120	-6%	-$103K	0.23%	103
2022 Q2	$1.57M	Buy	34,446 +629	+2%	+$31.8K	0.26%	91
2022 Q1	$1.96M	Buy	33,817 +333	+1%	+$19.2K	0.27%	88
2021 Q4	$2.16M	Buy	33,484 +55	+0.2%	+$3.38K	0.27%	87
2021 Q3	$1.89M	Sell	33,429 -1,449	-4%	-$84.8K	0.26%	98
2021 Q2	$1.96M	Sell	34,878 -21,564	-38%	-$1.16M	0.26%	91
2021 Q1	$2.9M	Buy	56,442 +3,396	+6%	+$174K	0.43%	67
2020 Q4	$2.65M	Sell	53,046 -20,556	-28%	-$950K	0.4%	71
2020 Q3	$3.23M	Buy	73,602 +1,464	+2%	+$62.3K	0.56%	46
2020 Q2	$2.83M	Buy	72,138 +7,764	+12%	+$275K	0.57%	48
2020 Q1	$1.96M	Buy	+64,374	New	+$2.22M	0.41%	61

Other funds holding IXN

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return