Summit Wealth Group’s iShares Global Tech ETF IXN Stock Holding History

Summit Wealth Group’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	$10M	Buy	100,149 +2,959	+3%	+$313K	2.3%	13
2025 Q4	$10.2M	Buy	97,190 +378	+0.4%	+$39.9K	2.38%	13
2025 Q3	$9.99M	Buy	96,812 +43	+0%	+$4.16K	2.42%	13
2025 Q2	$8.94M	Buy	96,769 +950	+1%	+$77K	2.29%	13
2025 Q1	$7.26M	Sell	95,819 -1,460	-2%	-$121K	2.12%	13
2024 Q4	$8.24M	Buy	97,279 +1,161	+1%	+$97.5K	2.39%	12
2024 Q3	$7.93M	Sell	96,118 -4,356	-4%	-$352K	2.29%	12
2024 Q2	$8.32M	Buy	+100,474	New	+$7.65M	2.5%	10
2023 Q3	–	Sell	-94,661	Closed	-$5.89M	–	53
2023 Q2	$5.89M	Sell	94,661 -4,657,671	-98%	-$264M	2.38%	9
2023 Q1	$87K	Buy	+4,752,332	New	+$237M	2.08%	10
2021 Q4	–	Sell	-63,962	Closed	-$3.62M	–	39
2021 Q3	$3.62M	Buy	+63,962	New	+$3.74M	5.73%	5
2021 Q1	–	Sell	-51,852	Closed	-$2.59M	–	199
2020 Q4	$2.59M	Buy	+51,852	New	+$2.4M	1.63%	19

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 $105B AUM 38.07% 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

Summit Wealth Group's IXN Position: Q1 2026 in Review

Summit Wealth Group increased its iShares Global Tech ETF (IXN) stake by 3% in Q1 2026, buying an estimated $313K and bringing the position to 100,149 shares worth $10M. The position accounts for 2.3% of the portfolio, ranked #13.

Summit Wealth Group first reported a position in IXN in Q4 2020 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2025. 493 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Summit Wealth Group held 100,149 shares of iShares Global Tech ETF worth $10M as of Q1 2026.
Summit Wealth Group bought 2,959 iShares Global Tech ETF shares in Q1 2026, an estimated $313K.
iShares Global Tech ETF made up 2.3% of Summit Wealth Group's portfolio in Q1 2026, its #13 holding.
Summit Wealth Group first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 12 quarters since.
Summit Wealth Group's iShares Global Tech ETF position peaked at $10.2M in Q4 2025.
493 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.