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Summit Financial’s iShares Global Tech ETF IXN Stock Holding History

Summit Financial’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 		$646K Sell
4,470
-4,475
-50% -$577K 0.01% 1001
2026
Q1 		$894K Buy
8,945
+251
+3% +$26.5K 0.01% 813
2025
Q4 		$913K Buy
8,694
+1,521
+21% +$161K 0.01% 699
2025
Q3 		$740K Buy
7,173
+506
+8% +$48.9K 0.01% 748
2025
Q2 		$616K Buy
+6,667
New +$540K 0.01% 527

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

Summit Financial's IXN Position: Q2 2026 in Review

Summit Financial reduced its iShares Global Tech ETF (IXN) stake by 50% in Q2 2026, selling an estimated $577K and leaving 4,470 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #1001.

Summit Financial first reported a position in IXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $913K in Q4 2025. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Summit Financial held 4,470 shares of iShares Global Tech ETF worth $646K as of Q2 2026.
  • Summit Financial sold 4,475 iShares Global Tech ETF shares in Q2 2026, an estimated $577K.
  • iShares Global Tech ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1001 holding.
  • Summit Financial first reported a position in iShares Global Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's iShares Global Tech ETF position peaked at $913K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.