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Sigma Planning Corp’s iShares Global Tech ETF IXN Stock Holding History

Sigma Planning Corp’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 		$1.66M Buy
11,470
+2,249
+24% +$290K 0.04% 421
2026
Q1 		$922K Buy
9,221
+577
+7% +$61K 0.03% 593
2025
Q4 		$908K Sell
8,644
-546
-6% -$57.7K 0.03% 567
2025
Q3 		$949K Buy
9,190
+679
+8% +$65.6K 0.03% 549
2025
Q2 		$786K Sell
8,511
-304
-3% -$24.6K 0.02% 588
2025
Q1 		$668K Buy
8,815
+229
+3% +$19K 0.02% 624
2024
Q4 		$728K Sell
8,586
-110
-1% -$9.24K 0.02% 595
2024
Q3 		$718K Sell
8,696
-775
-8% -$62.6K 0.02% 609
2024
Q2 		$784K Buy
9,471
+153
+2% +$11.7K 0.02% 553
2024
Q1 		$697K Buy
9,318
+3,908
+72% +$281K 0.02% 632
2023
Q4 		$369K Sell
5,410
-5,282
-49% -$332K 0.03% 564
2023
Q3 		$618K Sell
10,692
-812
-7% -$49.4K 0.02% 619
2023
Q2 		$715K Sell
11,504
-2,552
-18% -$145K 0.03% 590
2023
Q1 		$764K Sell
14,056
-3,937
-22% -$196K 0.03% 626
2022
Q4 		$807K Sell
17,993
-9,107
-34% -$415K 0.03% 563
2022
Q3 		$1.14M Sell
27,100
-2,910
-10% -$142K 0.04% 407
2022
Q2 		$1.37M Sell
30,010
-8,502
-22% -$430K 0.05% 363
2022
Q1 		$2.23M Sell
38,512
-5,228
-12% -$302K 0.07% 287
2021
Q4 		$2.82M Sell
43,740
-667
-2% -$41K 0.08% 259
2021
Q3 		$2.52M Buy
44,407
+9,139
+26% +$535K 0.08% 275
2021
Q2 		$1.98M Buy
35,268
+78
+0.2% +$4.2K 0.06% 334
2021
Q1 		$1.8M Sell
35,190
-15,258
-30% -$781K 0.06% 341
2020
Q4 		$2.52M Buy
50,448
+3,408
+7% +$158K 0.09% 233
2020
Q3 		$2.07M Sell
47,040
-1,752
-4% -$74.5K 0.08% 240
2020
Q2 		$1.92M Buy
48,792
+3,156
+7% +$112K 0.08% 246
2020
Q1 		$1.39M Sell
45,636
-1,212
-3% -$41.9K 0.08% 254
2019
Q4 		$1.64M Buy
46,848
+4,566
+11% +$150K 0.07% 293
2019
Q3 		$1.3M Buy
42,282
+7,344
+21% +$223K 0.06% 315
2019
Q2 		$1.05M Buy
34,938
+4,008
+13% +$117K 0.05% 338
2019
Q1 		$882K Buy
30,930
+4,482
+17% +$119K 0.05% 348
2018
Q4 		$635K Buy
26,448
+684
+3% +$17.9K 0.05% 368
2018
Q3 		$752K Buy
25,764
+9,558
+59% +$273K 0.04% 366
2018
Q2 		$444K Sell
16,206
-72
-0.4% -$1.97K 0.03% 494
2018
Q1 		$430K Buy
16,278
+2,838
+21% +$76.5K 0.03% 478
2017
Q4 		$344K Buy
13,440
+3,882
+41% +$98.3K 0.03% 548
2017
Q3 		$227K Buy
+9,558
New +$220K 0.02% 717

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

Sigma Planning Corp's IXN Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Global Tech ETF (IXN) stake by 24% in Q2 2026, buying an estimated $290K and bringing the position to 11,470 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #421.

Sigma Planning Corp first reported a position in IXN in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.82M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sigma Planning Corp held 11,470 shares of iShares Global Tech ETF worth $1.66M as of Q2 2026.
  • Sigma Planning Corp bought 2,249 iShares Global Tech ETF shares in Q2 2026, an estimated $290K.
  • iShares Global Tech ETF made up 0.04% of Sigma Planning Corp's portfolio in Q2 2026, its #421 holding.
  • Sigma Planning Corp first reported a position in iShares Global Tech ETF in Q3 2017 and has held it in 36 quarters since.
  • Sigma Planning Corp's iShares Global Tech ETF position peaked at $2.82M in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.