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Sound Income Strategies’s iShares Global Tech ETF IXN Stock Holding History

Sound Income Strategies’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 		– Sell
-41
Closed -$4.21K – 1445
2026
Q1 		$4.21K Sell
41
-39
-49% -$4.12K ﹤0.01% 1904
2025
Q4 		$8.63K Sell
80
-298
-79% -$31.5K ﹤0.01% 1558
2025
Q3 		$40.2K Hold
378
– – ﹤0.01% 611
2025
Q2 		$34.9K Hold
378
– – ﹤0.01% 610
2025
Q1 		$28.7K Hold
378
– – ﹤0.01% 638
2024
Q4 		$32.1K Hold
378
– – ﹤0.01% 572
2024
Q3 		$31.2K Hold
378
– – ﹤0.01% 542
2024
Q2 		$31.3K Sell
378
-72
-16% -$5.49K ﹤0.01% 532
2024
Q1 		$33.7K Sell
450
-210
-32% -$15.1K ﹤0.01% 489
2023
Q4 		$45K Buy
+660
New +$41.5K ﹤0.01% 429
2022
Q4 		– Sell
-285
Closed -$12K – 999
2022
Q3 		$12K Buy
285
+9
+3% +$438 ﹤0.01% 434
2022
Q2 		$13K Hold
276
– – ﹤0.01% 421
2022
Q1 		$16K Buy
+276
New +$15.9K ﹤0.01% 390
2021
Q3 		– Sell
-312
Closed -$18K – 868
2021
Q2 		$18K Hold
312
– – ﹤0.01% 368
2021
Q1 		$16K Hold
312
– – ﹤0.01% 393
2020
Q4 		$16K Hold
312
– – ﹤0.01% 367
2020
Q3 		$14K Hold
312
– – ﹤0.01% 349
2020
Q2 		$12K Sell
312
-198
-39% -$7.01K ﹤0.01% 358
2020
Q1 		$16K Hold
510
– – 0.01% 282
2019
Q4 		$18K Hold
510
– – ﹤0.01% 246
2019
Q3 		$16K Hold
510
– – ﹤0.01% 237
2019
Q2 		$15K Hold
510
– – 0.01% 267
2019
Q1 		$15K Hold
510
– – 0.01% 265
2018
Q4 		$12K Hold
510
– – 0.01% 302
2018
Q3 		$15K Buy
510
+198
+63% +$5.66K 0.01% 286
2018
Q2 		$9K Sell
312
-144
-32% -$3.94K 0.01% 338
2018
Q1 		$12K Buy
456
+144
+46% +$3.88K 0.01% 264
2017
Q4 		$8K Buy
+312
New +$7.9K 0.01% 261

Other funds holding IXN

Phoenix Financial
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
PGIM Custom Harvest
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

Sound Income Strategies's IXN Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Global Tech ETF (IXN) in Q2 2026, closing a stake of 41 shares — an estimated $4.21K sold.

Sound Income Strategies first reported a position in IXN in Q4 2017 and held it in 28 quarters. The position peaked at $45K in Q4 2023. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Global Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 41 iShares Global Tech ETF shares in Q2 2026, an estimated $4.21K.
  • Sound Income Strategies first reported a position in iShares Global Tech ETF in Q4 2017 and held it in 28 quarters.
  • Sound Income Strategies's iShares Global Tech ETF position peaked at $45K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.