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Shira Ridge Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Shira Ridge 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 		$10M Sell
69,258
-1,223
-2% -$158K 3.49% 12
2026
Q1 		$7.05M Sell
70,481
-418
-0.6% -$44.2K 2.79% 13
2025
Q4 		$7.44M Sell
70,899
-18,696
-21% -$1.97M 2.99% 11
2025
Q3 		$9.25M Sell
89,595
-1,947
-2% -$188K 3.92% 7
2025
Q2 		$8.45M Sell
91,542
-8,909
-9% -$722K 3.86% 7
2025
Q1 		$7.61M Sell
100,451
-95,173
-49% -$7.88M 3.79% 8
2024
Q4 		$16.6M Buy
195,624
+1,874
+1% +$157K 8.11% 3
2024
Q3 		$16M Buy
193,750
+2,577
+1% +$208K 8.15% 3
2024
Q2 		$15.8M Sell
191,173
-1,332
-0.7% -$101K 8.82% 3
2024
Q1 		$14.4M Buy
192,505
+979
+0.5% +$70.3K 8.24% 3
2023
Q4 		$13.1M Buy
191,526
+549
+0.3% +$34.5K 7.84% 3
2023
Q3 		$11M Buy
190,977
+879
+0.5% +$53.4K 7.26% 3
2023
Q2 		$11.8M Buy
190,098
+2,377
+1% +$135K 7.41% 3
2023
Q1 		$10.2M Buy
187,721
+1,789
+1% +$89.1K 6.74% 3
2022
Q4 		$8.34M Buy
+185,932
New +$8.48M 5.74% 4

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

Shira Ridge Wealth Management's IXN Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 1.7% in Q2 2026, selling an estimated $158K and leaving 69,258 shares worth $10M. The position accounts for 3.49% of the portfolio, ranked #12.

Shira Ridge Wealth Management first reported a position in IXN in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q4 2024. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Shira Ridge Wealth Management held 69,258 shares of iShares Global Tech ETF worth $10M as of Q2 2026.
  • Shira Ridge Wealth Management sold 1,223 iShares Global Tech ETF shares in Q2 2026, an estimated $158K.
  • iShares Global Tech ETF made up 3.49% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's iShares Global Tech ETF position peaked at $16.6M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.