Strategies Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Strategies Wealth Advisors’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	$1.31M	Hold	9,072	–	–	0.12%	72
2026 Q1	$907K	Hold	9,072	–	–	0.09%	66
2025 Q4	$953K	Sell	9,072 -159	-2%	-$16.8K	0.1%	63
2025 Q3	$953K	Buy	9,231 +159	+2%	+$15.4K	0.1%	64
2025 Q2	$838K	Hold	9,072	–	–	0.09%	66
2025 Q1	$687K	Hold	9,072	–	–	0.08%	73
2024 Q4	$779K	Hold	9,072	–	–	0.1%	62
2024 Q3	$749K	Hold	9,072	–	–	0.1%	53
2024 Q2	$751K	Hold	9,072	–	–	0.11%	48
2024 Q1	$679K	Sell	9,072 -23	-0.3%	-$1.65K	0.1%	53
2023 Q4	$620K	Hold	9,095	–	–	0.11%	52
2023 Q3	$526K	Buy	9,095 +22	+0.2%	+$1.34K	0.1%	52
2023 Q2	$564K	Hold	9,073	–	–	0.12%	53
2023 Q1	$493K	Hold	9,073	–	–	0.11%	56
2022 Q4	$407K	Buy	+9,073	New	+$414K	0.1%	58
2022 Q2	$418K	Buy	9,136 +35	+0.4%	+$1.77K	0.12%	60
2022 Q1	$528K	Buy	9,101 +1	+0%	+$58	0.14%	53
2021 Q4	$586K	Buy	+9,100	New	+$559K	0.16%	50

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

Strategies Wealth Advisors's IXN Position: Q2 2026 in Review

Strategies Wealth Advisors held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 9,072 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #72.

Strategies Wealth Advisors first reported a position in IXN in Q4 2021 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Strategies Wealth Advisors held 9,072 shares of iShares Global Tech ETF worth $1.31M as of Q2 2026.
Strategies Wealth Advisors left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.12% of Strategies Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Strategies Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 18 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.