Strategic Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Strategic Wealth Partners’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 Q1	$146K	Hold	1,459	–	–	0.01%	344
2025 Q4	$153K	Buy	1,459 +36	+3%	+$3.8K	0.01%	351
2025 Q3	$147K	Hold	1,423	–	–	0.01%	378
2025 Q2	$131K	Buy	+1,423	New	+$115K	0.01%	363
2022 Q4	–	Sell	-7,005	Closed	-$295K	–	277
2022 Q3	$295K	Buy	+7,005	New	+$341K	0.06%	222
2019 Q4	–	Sell	-894	Closed	-$19.6K	–	317
2019 Q3	$19.6K	Buy	894 +258	+41%	+$7.84K	0.1%	117
2019 Q2	$19K	Hold	636	–	–	0.01%	365
2019 Q1	$18K	Buy	+636	New	+$16.8K	0.01%	390

Other funds holding IXN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Strategic Wealth Partners's IXN Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Global Tech ETF (IXN) position steady in Q1 2026 at 1,459 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #344.

Strategic Wealth Partners first reported a position in IXN in Q1 2019 and has held it in 8 quarters since. The position peaked at $295K in Q3 2022. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Strategic Wealth Partners held 1,459 shares of iShares Global Tech ETF worth $146K as of Q1 2026.
Strategic Wealth Partners left its iShares Global Tech ETF share count unchanged in Q1 2026.
iShares Global Tech ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #344 holding.
Strategic Wealth Partners first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's iShares Global Tech ETF position peaked at $295K in Q3 2022.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.