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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
Q2 		$1.04M Sell
7,177
-90
-1% -$11.6K 1.11% 29
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

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

Sonoma Private Wealth's IXN Position: Q2 2026 in Review

Sonoma Private Wealth reduced its iShares Global Tech ETF (IXN) stake by 1.2% in Q2 2026, selling an estimated $11.6K and leaving 7,177 shares worth $1.04M. The position accounts for 1.11% of the portfolio, ranked #29.

Sonoma Private Wealth first reported a position in IXN in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sonoma Private Wealth held 7,177 shares of iShares Global Tech ETF worth $1.04M as of Q2 2026.
  • Sonoma Private Wealth sold 90 iShares Global Tech ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Global Tech ETF made up 1.11% of Sonoma Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Sonoma Private Wealth first reported a position in iShares Global Tech ETF in Q1 2023 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.