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

Stratos 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 		$3.99M Sell
27,603
-2,571
-9% -$332K 0.04% 400
2026
Q1 		$3.02M Sell
30,174
-16
-0.1% -$1.69K 0.03% 453
2025
Q4 		$3.17M Sell
30,190
-1,811
-6% -$191K 0.04% 429
2025
Q3 		$3.3M Buy
32,001
+162
+0.5% +$15.7K 0.04% 408
2025
Q2 		$2.94M Sell
31,839
-3,843
-11% -$311K 0.04% 394
2025
Q1 		$2.7M Sell
35,682
-552
-2% -$45.7K 0.04% 376
2024
Q4 		$3.07M Sell
36,234
-1,408
-4% -$118K 0.04% 373
2024
Q3 		$3.11M Buy
37,642
+1,663
+5% +$134K 0.04% 355
2024
Q2 		$2.98M Sell
35,979
-2,765
-7% -$211K 0.05% 348
2024
Q1 		$2.9M Sell
38,744
-7,068
-15% -$508K 0.05% 356
2023
Q4 		$3.12M Buy
45,812
+4,830
+12% +$304K 0.06% 309
2023
Q3 		$2.37M Buy
40,982
+3,256
+9% +$198K 0.05% 347
2023
Q2 		$2.35M Sell
37,726
-1
-0% -$57 0.05% 321
2023
Q1 		$2.05M Sell
37,727
-1,960
-5% -$97.7K 0.05% 314
2022
Q4 		$1.78M Buy
39,687
+1,437
+4% +$65.5K 0.05% 367
2022
Q3 		$1.61M Buy
38,250
+3,392
+10% +$165K 0.05% 357
2022
Q2 		$1.59M Buy
34,858
+424
+1% +$21.4K 0.04% 364
2022
Q1 		$2M Buy
34,434
+13
+0% +$751 0.04% 358
2021
Q4 		$2.22M Buy
34,421
+1,703
+5% +$105K 0.05% 333
2021
Q3 		$1.85M Sell
32,718
-4,170
-11% -$244K 0.05% 340
2021
Q2 		$2.08M Buy
36,888
+1,740
+5% +$93.6K 0.05% 332
2021
Q1 		$1.8M Buy
35,148
+2,340
+7% +$120K 0.05% 329
2020
Q4 		$1.64M Sell
32,808
-282
-0.9% -$13K 0.05% 321
2020
Q3 		$1.45M Sell
33,090
-216
-0.6% -$9.19K 0.05% 310
2020
Q2 		$1.31M Sell
33,306
-3,774
-10% -$134K 0.05% 326
2020
Q1 		$1.13M Buy
37,080
+12,558
+51% +$434K 0.05% 303
2019
Q4 		$860K Buy
24,522
+2,088
+9% +$68.5K 0.03% 434
2019
Q3 		$692K Sell
22,434
-2,532
-10% -$77K 0.03% 475
2019
Q2 		$747K Buy
24,966
+3,558
+17% +$104K 0.03% 449
2019
Q1 		$610K Buy
21,408
+4,182
+24% +$111K 0.03% 494
2018
Q4 		$414K Sell
17,226
-1,812
-10% -$47.4K 0.02% 567
2018
Q3 		$556K Buy
19,038
+7,458
+64% +$213K 0.02% 508
2018
Q2 		$317K Sell
11,580
-1,470
-11% -$40.2K 0.01% 720
2018
Q1 		$344K Sell
13,050
-522
-4% -$14.1K 0.01% 670
2017
Q4 		$348K Buy
13,572
+918
+7% +$23.2K 0.02% 656
2017
Q3 		$300K Hold
12,654
– – 0.01% 689
2017
Q2 		$276K Buy
12,654
+360
+3% +$7.8K 0.01% 663
2017
Q1 		$255K Hold
12,294
– – 0.01% 628
2016
Q4 		$225K Hold
12,294
– – 0.01% 619
2016
Q3 		$227K Buy
+12,294
New +$217K 0.02% 585

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

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

Stratos Wealth Partners reduced its iShares Global Tech ETF (IXN) stake by 8.5% in Q2 2026, selling an estimated $332K and leaving 27,603 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #400.

Stratos Wealth Partners first reported a position in IXN in Q3 2016 and has held it in 40 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Stratos Wealth Partners held 27,603 shares of iShares Global Tech ETF worth $3.99M as of Q2 2026.
  • Stratos Wealth Partners sold 2,571 iShares Global Tech ETF shares in Q2 2026, an estimated $332K.
  • iShares Global Tech ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #400 holding.
  • Stratos Wealth Partners first reported a position in iShares Global Tech ETF in Q3 2016 and has held it in 40 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.