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Shum Financial Group’s iShares Global Tech ETF IXN Stock Holding History

Shum Financial Group’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 		$2.68M Sell
18,531
-362
-2% -$46.7K 1.61% 20
2026
Q1 		$1.89M Sell
18,893
-149
-0.8% -$15.7K 1.34% 23
2025
Q4 		$2M Sell
19,042
-58
-0.3% -$6.12K 1.44% 23
2025
Q3 		$1.97M Buy
+19,100
New +$1.85M 1.47% 23
2025
Q1 		$1.45M Buy
19,102
+49
+0.3% +$4.06K 1.25% 25
2024
Q4 		$1.61M Sell
19,053
-93
-0.5% -$7.81K 1.39% 22
2024
Q3 		$1.57M Buy
+19,146
New +$1.55M 1.31% 22

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Shum Financial Group's IXN Position: Q2 2026 in Review

Shum Financial Group reduced its iShares Global Tech ETF (IXN) stake by 1.9% in Q2 2026, selling an estimated $46.7K and leaving 18,531 shares worth $2.68M. The position accounts for 1.61% of the portfolio, ranked #20.

Shum Financial Group first reported a position in IXN in Q3 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Shum Financial Group held 18,531 shares of iShares Global Tech ETF worth $2.68M as of Q2 2026.
  • Shum Financial Group sold 362 iShares Global Tech ETF shares in Q2 2026, an estimated $46.7K.
  • iShares Global Tech ETF made up 1.61% of Shum Financial Group's portfolio in Q2 2026, its #20 holding.
  • Shum Financial Group first reported a position in iShares Global Tech ETF in Q3 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.