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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
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

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

Sheets Smith Wealth Management's IXN Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 7.9% in Q2 2026, selling an estimated $152K and leaving 13,842 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #106.

Sheets Smith Wealth Management first reported a position in IXN in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.23M in Q3 2020. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sheets Smith Wealth Management held 13,842 shares of iShares Global Tech ETF worth $2M as of Q2 2026.
  • Sheets Smith Wealth Management sold 1,180 iShares Global Tech ETF shares in Q2 2026, an estimated $152K.
  • iShares Global Tech ETF made up 0.2% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Sheets Smith Wealth Management first reported a position in iShares Global Tech ETF in Q1 2020 and has held it in 26 quarters since.
  • Sheets Smith Wealth Management's iShares Global Tech ETF position peaked at $3.23M in Q3 2020.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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