Sonoma Private Wealth’s iShares Global Tech ETF IXN Stock Holding History

Sonoma Private Wealth’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 Q1	$726K	Sell	7,267 -377	-5%	-$39.8K	0.89%	33
2025 Q4	$803K	Hold	7,644	–	–	0.97%	29
2025 Q3	$789K	Sell	7,644 -167	-2%	-$16.1K	0.94%	29
2025 Q2	$721K	Sell	7,811 -497	-6%	-$40.3K	0.88%	30
2025 Q1	$629K	Sell	8,308 -729	-8%	-$60.4K	0.87%	34
2024 Q4	$766K	Buy	9,037 +955	+12%	+$80.2K	1.24%	27
2024 Q3	$667K	Sell	8,082 -68	-0.8%	-$5.49K	1.04%	31
2024 Q2	$675K	Sell	8,150 -404	-5%	-$30.8K	1.1%	31
2024 Q1	$640K	Sell	8,554 -249	-3%	-$17.9K	1.03%	37
2023 Q4	$600K	Sell	8,803 -402	-4%	-$25.3K	0.99%	36
2023 Q3	$532K	Buy	9,205 +34	+0.4%	+$2.07K	0.97%	45
2023 Q2	$570K	Sell	9,171 -156	-2%	-$8.84K	1%	39
2023 Q1	$507K	Buy	+9,327	New	+$465K	1.01%	37

Other funds holding IXN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Sonoma Private Wealth's IXN Position: Q1 2026 in Review

Sonoma Private Wealth reduced its iShares Global Tech ETF (IXN) stake by 4.9% in Q1 2026, selling an estimated $39.8K and leaving 7,267 shares worth $726K. The position accounts for 0.89% of the portfolio, ranked #33.

Sonoma Private Wealth first reported a position in IXN in Q1 2023 and has held it in 13 quarters since. The position peaked at $803K in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Sonoma Private Wealth held 7,267 shares of iShares Global Tech ETF worth $726K as of Q1 2026.
Sonoma Private Wealth sold 377 iShares Global Tech ETF shares in Q1 2026, an estimated $39.8K.
iShares Global Tech ETF made up 0.89% of Sonoma Private Wealth's portfolio in Q1 2026, its #33 holding.
Sonoma Private Wealth first reported a position in iShares Global Tech ETF in Q1 2023 and has held it in 13 quarters since.
Sonoma Private Wealth's iShares Global Tech ETF position peaked at $803K in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.