Silvia McColl Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Silvia McColl 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	$3.15M	Hold	21,800	–	–	1.89%	10
2026 Q1	$2.18M	Sell	21,800 -800	-4%	-$84.5K	1.44%	14
2025 Q4	$2.37M	Sell	22,600 -800	-3%	-$84.5K	1.58%	14
2025 Q3	$2.42M	Hold	23,400	–	–	1.63%	14
2025 Q2	$2.16M	Hold	23,400	–	–	1.57%	15
2025 Q1	$1.77M	Sell	23,400 -1,000	-4%	-$82.8K	1.34%	16
2024 Q4	$2.07M	Hold	24,400	–	–	1.55%	14
2024 Q3	$2.01M	Hold	24,400	–	–	1.51%	16
2024 Q2	$2.02M	Hold	24,400	–	–	1.67%	13
2024 Q1	$1.8M	Sell	24,400 -1,200	-5%	-$86.2K	1.54%	13
2023 Q4	$1.75M	Sell	25,600 -400	-2%	-$25.2K	1.57%	13
2023 Q3	$1.5M	Hold	26,000	–	–	1.5%	11
2023 Q2	$1.62M	Hold	26,000	–	–	1.5%	12
2023 Q1	$1.41M	Sell	26,000 -600	-2%	-$29.9K	1.4%	14
2022 Q4	$1.19M	Buy	+26,600	New	+$1.21M	1.17%	22

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Silvia McColl Wealth Management's IXN Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 21,800 shares worth $3.15M. The position accounts for 1.89% of the portfolio, ranked #10.

Silvia McColl Wealth Management first reported a position in IXN in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Silvia McColl Wealth Management held 21,800 shares of iShares Global Tech ETF worth $3.15M as of Q2 2026.
Silvia McColl Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 1.89% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #10 holding.
Silvia McColl Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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