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SteelPeak Wealth’s iShares Global Tech ETF IXN Stock Holding History

SteelPeak 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 		$252K Buy
+1,745
New +$225K 0.01% 571
2025
Q3 		– Sell
-2,167
Closed -$200K – 623
2025
Q2 		$200K Buy
+2,167
New +$176K 0.01% 501
2024
Q4 		– Sell
-2,832
Closed -$234K – 599
2024
Q3 		$234K Sell
2,832
-218
-7% -$17.6K 0.01% 429
2024
Q2 		$253K Buy
3,050
+160
+6% +$12.2K 0.01% 421
2024
Q1 		$216K Sell
2,890
-193
-6% -$13.9K 0.01% 419
2023
Q4 		$210K Buy
+3,083
New +$194K 0.01% 384
2023
Q3 		– Sell
-3,276
Closed -$204K – 481
2023
Q2 		$204K Sell
3,276
-924
-22% -$52.4K 0.01% 392
2023
Q1 		$228K Sell
4,200
-290
-6% -$14.4K 0.02% 335
2022
Q4 		$201K Sell
4,490
-11,032
-71% -$503K 0.01% 373
2022
Q3 		$655K Sell
15,522
-960
-6% -$46.7K 0.05% 207
2022
Q2 		$753K Sell
16,482
-61,663
-79% -$3.12M 0.05% 200
2022
Q1 		$4.53M Sell
78,145
-22,096
-22% -$1.28M 0.26% 79
2021
Q4 		$6.45M Sell
100,241
-37,601
-27% -$2.31M 0.37% 65
2021
Q3 		$7.81M Buy
137,842
+82,252
+148% +$4.81M 0.52% 56
2021
Q2 		$3.13M Sell
55,590
-76,392
-58% -$4.11M 0.22% 92
2021
Q1 		$6.77M Buy
131,982
+120,162
+1,017% +$6.15M 0.53% 54
2020
Q4 		$591K Sell
11,820
-128,382
-92% -$5.94M 0.05% 197
2020
Q3 		$6.16M Sell
140,202
-6,768
-5% -$288K 0.66% 39
2020
Q2 		$5.77M Sell
146,970
-7,326
-5% -$259K 0.73% 34
2020
Q1 		$4.69M Sell
154,296
-61,314
-28% -$2.12M 0.74% 36
2019
Q4 		$7.56M Buy
+215,610
New +$7.07M 1.04% 21

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

SteelPeak Wealth's IXN Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in iShares Global Tech ETF (IXN) in Q2 2026: 1,745 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in IXN as recently as Q2 2025.

SteelPeak Wealth first reported a position in IXN in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.81M in Q3 2021. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • SteelPeak Wealth held 1,745 shares of iShares Global Tech ETF worth $252K as of Q2 2026.
  • iShares Global Tech ETF was a new SteelPeak Wealth position in Q2 2026.
  • iShares Global Tech ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #571 holding.
  • SteelPeak Wealth first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 21 quarters since.
  • SteelPeak Wealth's iShares Global Tech ETF position peaked at $7.81M in Q3 2021.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.