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 Q2	$211K	Hold	1,459	–	–	0.01%	308
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 $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

Strategic Wealth Partners's IXN Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 1,459 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #308.

Strategic Wealth Partners first reported a position in IXN in Q1 2019 and has held it in 9 quarters since. The position peaked at $295K in Q3 2022. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Strategic Wealth Partners held 1,459 shares of iShares Global Tech ETF worth $211K as of Q2 2026.
Strategic Wealth Partners left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #308 holding.
Strategic Wealth Partners first reported a position in iShares Global Tech ETF in Q1 2019 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares Global Tech ETF position peaked at $295K in Q3 2022.
559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.