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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
Q3 		$10.2M Sell
68,795
-463
-0.7% -$64.7K 3.54% 11
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

DI
Decision Investments San Diego, California $110M AUM 52.83% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SRM
Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Shira Ridge Wealth Management's IXN Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 0.67% in Q3 2026, selling an estimated $64.7K and leaving 68,795 shares worth $10.2M. The position accounts for 3.54% of the portfolio, ranked #11.

Shira Ridge Wealth Management first reported a position in IXN in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q4 2024. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Shira Ridge Wealth Management held 68,795 shares of iShares Global Tech ETF worth $10.2M as of Q3 2026.
  • Shira Ridge Wealth Management sold 463 iShares Global Tech ETF shares in Q3 2026, an estimated $64.7K.
  • iShares Global Tech ETF made up 3.54% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Shira Ridge Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 16 quarters since.
  • Shira Ridge Wealth Management's iShares Global Tech ETF position peaked at $16.6M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.