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Stonebridge Financial Planning Group’s iShares Global Tech ETF IXN Stock Holding History

Stonebridge Financial Planning 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 		$1.27M Sell
8,820
-182
-2% -$23.5K 0.41% 71
2026
Q1 		$900K Sell
9,002
-498
-5% -$52.6K 0.33% 90
2025
Q4 		$998K Hold
9,500
– – 0.36% 83
2025
Q3 		$980K Sell
9,500
-150
-2% -$14.5K 0.37% 79
2025
Q2 		$891K Sell
9,650
-600
-6% -$48.6K 0.37% 81
2025
Q1 		$776K Sell
10,250
-30
-0.3% -$2.48K 0.35% 79
2024
Q4 		$871K Sell
10,280
-330
-3% -$27.7K 0.39% 70
2024
Q3 		$876K Hold
10,610
– – 0.42% 68
2024
Q2 		$879K Hold
10,610
– – 0.44% 65
2024
Q1 		$794K Hold
10,610
– – 0.42% 67
2023
Q4 		$723K Sell
10,610
-450
-4% -$28.3K 0.42% 67
2023
Q3 		$640K Sell
11,060
-450
-4% -$27.4K 0.41% 63
2023
Q2 		$716K Hold
11,510
– – 0.44% 62
2023
Q1 		$626K Sell
11,510
-5,966
-34% -$297K 0.4% 68
2022
Q4 		$783K Sell
17,476
-5,040
-22% -$230K 0.52% 61
2022
Q3 		$950K Sell
22,516
-35
-0.2% -$1.7K 0.66% 49
2022
Q2 		$1.03M Sell
22,551
-8,211
-27% -$415K 0.7% 48
2022
Q1 		$1.78M Sell
30,762
-1,213
-4% -$70K 1% 31
2021
Q4 		$1.85M Buy
31,975
+1,134
+4% +$69.7K 0.97% 28
2021
Q3 		$1.89M Buy
30,841
+709
+2% +$41.5K 0.92% 30
2021
Q2 		$1.73M Buy
30,132
+2,778
+10% +$149K 0.92% 29
2021
Q1 		$1.48M Buy
27,354
+30
+0.1% +$1.54K 0.86% 32
2020
Q4 		$1.37M Buy
27,324
+300
+1% +$13.9K 0.87% 35
2020
Q3 		$1.23M Buy
27,024
+2,100
+8% +$89.3K 0.88% 32
2020
Q2 		$987K Buy
24,924
+6
+0% +$212 0.84% 31
2020
Q1 		$803K Hold
24,918
– – 0.8% 35
2019
Q4 		$874K Buy
+24,918
New +$818K 0.79% 33

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

Stonebridge Financial Planning Group's IXN Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Global Tech ETF (IXN) stake by 2% in Q2 2026, selling an estimated $23.5K and leaving 8,820 shares worth $1.27M. The position accounts for 0.41% of the portfolio, ranked #71.

Stonebridge Financial Planning Group first reported a position in IXN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.89M in Q3 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Stonebridge Financial Planning Group held 8,820 shares of iShares Global Tech ETF worth $1.27M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 182 iShares Global Tech ETF shares in Q2 2026, an estimated $23.5K.
  • iShares Global Tech ETF made up 0.41% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #71 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares Global Tech ETF position peaked at $1.89M in Q3 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.