SPIA
IXN icon

Steward Partners Investment Advisory’s iShares Global Tech ETF IXN Stock Holding History

Steward Partners Investment Advisory’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 		$3.95M Buy
27,305
+204
+0.8% +$26.3K 0.02% 649
2026
Q1 		$2.71M Buy
27,101
+16,238
+149% +$1.72M 0.01% 736
2025
Q4 		$1.14M Sell
10,863
-2,398
-18% -$253K 0.01% 1012
2025
Q3 		$1.37M Sell
13,261
-52
-0.4% -$5.03K 0.01% 917
2025
Q2 		$1.23M Buy
13,313
+2,581
+24% +$209K 0.01% 901
2025
Q1 		$813K Buy
10,732
+2,147
+25% +$178K 0.01% 999
2024
Q4 		$728K Sell
8,585
-176
-2% -$14.8K 0.01% 991
2024
Q3 		$723K Sell
8,761
-75
-0.8% -$6.06K 0.01% 970
2024
Q2 		$732K Sell
8,836
-1,754
-17% -$134K 0.01% 916
2024
Q1 		$792K Sell
10,590
-33
-0.3% -$2.37K 0.01% 879
2023
Q4 		$724K Buy
10,623
+406
+4% +$25.5K 0.01% 842
2023
Q3 		$591K Buy
10,217
+192
+2% +$11.7K 0.01% 866
2023
Q2 		$623K Sell
10,025
-490
-5% -$27.8K 0.01% 859
2023
Q1 		$572K Sell
10,515
-798
-7% -$39.8K 0.01% 875
2022
Q4 		$507K Sell
11,313
-4,025
-26% -$184K 0.01% 903
2022
Q3 		$647K Sell
15,338
-6,770
-31% -$329K 0.01% 776
2022
Q2 		$1.01M Sell
22,108
-20,438
-48% -$1.03M 0.02% 631
2022
Q1 		$2.47M Sell
42,546
-58,871
-58% -$3.4M 0.04% 419
2021
Q4 		$6.53M Sell
101,417
-14,857
-13% -$913K 0.1% 219
2021
Q3 		$6.59M Buy
116,274
+33,102
+40% +$1.94M 0.11% 204
2021
Q2 		$4.68M Sell
83,172
-56,250
-40% -$3.03M 0.08% 261
2021
Q1 		$7.15M Buy
139,422
+2,754
+2% +$141K 0.13% 170
2020
Q4 		$6.83M Sell
136,668
-2,460
-2% -$114K 0.15% 150
2020
Q3 		$6.11M Buy
139,128
+80,628
+138% +$3.43M 0.15% 153
2020
Q2 		$2.3M Buy
58,500
+1,212
+2% +$42.9K 0.07% 282
2020
Q1 		$1.74M Sell
57,288
-4,140
-7% -$143K 0.06% 282
2019
Q4 		$2.15M Buy
61,428
+10,272
+20% +$337K 0.06% 292
2019
Q3 		$1.58M Buy
51,156
+22,248
+77% +$676K 0.05% 316
2019
Q2 		$865K Buy
+28,908
New +$845K 0.03% 418
2018
Q4 		– Sell
-2,400
Closed -$70K – 1463
2018
Q3 		$70K Hold
2,400
– – ﹤0.01% 1058
2018
Q2 		$66K Buy
+2,400
New +$65.7K ﹤0.01% 990

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

Steward Partners Investment Advisory's IXN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Global Tech ETF (IXN) stake by 0.75% in Q2 2026, buying an estimated $26.3K and bringing the position to 27,305 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #649.

Steward Partners Investment Advisory first reported a position in IXN in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.15M in Q1 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Steward Partners Investment Advisory held 27,305 shares of iShares Global Tech ETF worth $3.95M as of Q2 2026.
  • Steward Partners Investment Advisory bought 204 iShares Global Tech ETF shares in Q2 2026, an estimated $26.3K.
  • iShares Global Tech ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #649 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Global Tech ETF in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares Global Tech ETF position peaked at $7.15M in Q1 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.