SMWM
IXN icon

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
Q3 		$3.23M Hold
21,800
– – 1.94% 11
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
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
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

Silvia McColl Wealth Management's IXN Position: Q3 2026 in Review

Silvia McColl Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q3 2026 at 21,800 shares worth $3.23M. The position accounts for 1.94% of the portfolio, ranked #11.

Silvia McColl Wealth Management first reported a position in IXN in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Silvia McColl Wealth Management held 21,800 shares of iShares Global Tech ETF worth $3.23M as of Q3 2026.
  • Silvia McColl Wealth Management left its iShares Global Tech ETF share count unchanged in Q3 2026.
  • iShares Global Tech ETF made up 1.94% of Silvia McColl Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Silvia McColl Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.