SSWM
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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
Q3 		$2.08M Buy
14,010
+168
+1% +$23.5K 0.22% 102
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

NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Sheets Smith Wealth Management's IXN Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its iShares Global Tech ETF (IXN) stake by 1.2% in Q3 2026, buying an estimated $23.5K and bringing the position to 14,010 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #102.

Sheets Smith Wealth Management first reported a position in IXN in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.23M in Q3 2020. 79 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Sheets Smith Wealth Management held 14,010 shares of iShares Global Tech ETF worth $2.08M as of Q3 2026.
  • Sheets Smith Wealth Management bought 168 iShares Global Tech ETF shares in Q3 2026, an estimated $23.5K.
  • iShares Global Tech ETF made up 0.22% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Sheets Smith Wealth Management first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 27 quarters since.
  • Sheets Smith Wealth Management's iShares Global Tech ETF position peaked at $3.23M in Q3 2020.
  • 79 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.