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Spire Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Spire 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
Q2 		$1.08M Sell
7,454
-270
-3% -$34.8K 0.03% 376
2026
Q1 		$772K Sell
7,724
-50
-0.6% -$5.28K 0.03% 432
2025
Q4 		$816K Buy
7,774
+179
+2% +$18.9K 0.03% 436
2025
Q3 		$784K Sell
7,595
-8
-0.1% -$773 0.03% 423
2025
Q2 		$702K Sell
7,603
-2,016
-21% -$163K 0.03% 438
2025
Q1 		$729K Sell
9,619
-124
-1% -$10.3K 0.02% 473
2024
Q4 		$826K Sell
9,743
-129
-1% -$10.8K 0.03% 431
2024
Q3 		$815K Buy
9,872
+1,062
+12% +$85.8K 0.03% 418
2024
Q2 		$730K Sell
8,810
-1,161
-12% -$88.4K 0.03% 411
2024
Q1 		$746K Sell
9,971
-997
-9% -$71.6K 0.01% 433
2023
Q4 		$773K Sell
10,968
-1,551
-12% -$97.5K 0.03% 421
2023
Q3 		$724K Buy
12,519
+75
+0.6% +$4.56K 0.03% 402
2023
Q2 		$774K Buy
12,444
+211
+2% +$12K 0.03% 393
2023
Q1 		$665K Sell
12,233
-1,887
-13% -$94K 0.03% 432
2022
Q4 		$633K Sell
14,120
-4,658
-25% -$212K 0.04% 315
2022
Q3 		$792K Sell
18,778
-17,636
-48% -$858K 0.05% 253
2022
Q2 		$1.66M Sell
36,414
-27,572
-43% -$1.39M 0.07% 230
2022
Q1 		$3.73M Sell
63,986
-3,493
-5% -$202K 0.1% 187
2021
Q4 		$4.34M Sell
67,479
-13,920
-17% -$855K 0.1% 189
2021
Q3 		$4.61M Buy
81,399
+26,283
+48% +$1.54M 0.12% 167
2021
Q2 		$3.1M Sell
55,116
-23,016
-29% -$1.24M 0.08% 219
2021
Q1 		$4.03M Buy
+78,132
New +$4M 0.11% 179

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

Spire Wealth Management's IXN Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 3.5% in Q2 2026, selling an estimated $34.8K and leaving 7,454 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #376.

Spire Wealth Management first reported a position in IXN in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.61M in Q3 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Spire Wealth Management held 7,454 shares of iShares Global Tech ETF worth $1.08M as of Q2 2026.
  • Spire Wealth Management sold 270 iShares Global Tech ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Global Tech ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Spire Wealth Management first reported a position in iShares Global Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Global Tech ETF position peaked at $4.61M in Q3 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.