Sound View Wealth Advisors Group’s iShares Global Tech ETF IXN Stock Holding History

Sound View Wealth Advisors Group’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	$361K	Sell	2,500 -1,000	-29%	-$129K	0.02%	329
2026 Q1	$350K	Hold	3,500	–	–	0.02%	322
2025 Q4	$368K	Hold	3,500	–	–	0.02%	316
2025 Q3	$361K	Hold	3,500	–	–	0.02%	323
2025 Q2	$323K	Sell	3,500 -1,000	-22%	-$81K	0.02%	333
2025 Q1	$341K	Hold	4,500	–	–	0.03%	313
2024 Q4	$381K	Hold	4,500	–	–	0.03%	301
2024 Q3	$371K	Hold	4,500	–	–	0.03%	302
2024 Q2	$373K	Hold	4,500	–	–	0.04%	270
2024 Q1	$337K	Hold	4,500	–	–	0.04%	287
2023 Q4	$307K	Hold	4,500	–	–	0.03%	302
2023 Q3	$260K	Hold	4,500	–	–	0.03%	310
2023 Q2	$280K	Hold	4,500	–	–	0.04%	298
2023 Q1	$245K	Hold	4,500	–	–	0.03%	316
2022 Q4	$307K	Buy	+4,500	New	+$205K	0.03%	302
2022 Q3	–	Sell	-4,500	Closed	-$206K	–	277
2022 Q2	$206K	Hold	4,500	–	–	0.04%	272
2022 Q1	$261K	Hold	4,500	–	–	0.05%	256
2021 Q4	$290K	Hold	4,500	–	–	0.05%	244
2021 Q3	$255K	Buy	+4,500	New	+$263K	0.05%	252

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

Sound View Wealth Advisors Group's IXN Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Global Tech ETF (IXN) stake by 29% in Q2 2026, selling an estimated $129K and leaving 2,500 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #329.

Sound View Wealth Advisors Group first reported a position in IXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $381K in Q4 2024. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Sound View Wealth Advisors Group held 2,500 shares of iShares Global Tech ETF worth $361K as of Q2 2026.
Sound View Wealth Advisors Group sold 1,000 iShares Global Tech ETF shares in Q2 2026, an estimated $129K.
iShares Global Tech ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #329 holding.
Sound View Wealth Advisors Group first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 19 quarters since.
Sound View Wealth Advisors Group's iShares Global Tech ETF position peaked at $381K in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.