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

Sterling Group 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	$1.63M	Hold	11,258	–	–	0.67%	18
2026 Q1	$1.13M	Sell	11,258 -44	-0.4%	-$4.65K	0.53%	20
2025 Q4	$1.19M	Sell	11,302 -149	-1%	-$15.7K	0.57%	19
2025 Q3	$1.18M	Hold	11,451	–	–	0.59%	18
2025 Q2	$1.06M	Sell	11,451 -93,875	-89%	-$7.61M	0.59%	18
2025 Q1	$7.98M	Sell	105,326 -1,784	-2%	-$148K	4.28%	8
2024 Q4	$9.08M	Buy	107,110 +370	+0.3%	+$31.1K	4.71%	8
2024 Q3	$8.81M	Buy	106,740 +3,974	+4%	+$321K	4.67%	7
2024 Q2	$8.51M	Buy	+102,766	New	+$7.83M	4.89%	6
2024 Q1	–	Sell	-113,384	Closed	-$7.73M	–	21
2023 Q4	$7.73M	Buy	113,384 +5,055	+5%	+$318K	6.01%	5
2023 Q3	$6.27M	Sell	108,329 -4,500	-4%	-$274K	5.93%	5
2023 Q2	$7.02M	Buy	112,829 +1,450	+1%	+$82.2K	6.08%	4
2023 Q1	$6.05M	Buy	111,379 +4,449	+4%	+$222K	5.71%	5
2022 Q4	$4.79M	Buy	+106,930	New	+$4.88M	4.72%	6

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

Sterling Group Wealth Management's IXN Position: Q2 2026 in Review

Sterling Group Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 11,258 shares worth $1.63M. The position accounts for 0.67% of the portfolio, ranked #18.

Sterling Group Wealth Management first reported a position in IXN in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.08M in Q4 2024. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Sterling Group Wealth Management held 11,258 shares of iShares Global Tech ETF worth $1.63M as of Q2 2026.
Sterling Group Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.67% of Sterling Group Wealth Management's portfolio in Q2 2026, its #18 holding.
Sterling Group Wealth Management first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 14 quarters since.
Sterling Group Wealth Management's iShares Global Tech ETF position peaked at $9.08M in Q4 2024.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.