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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
Q2 		$14.6M Buy
100,969
+820
+0.8% +$106K 2.98% 12
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 Buy
94,661
+93,061
+5,816% +$5.27M 2.38% 9
2023
Q1 		$87K Buy
+1,600
New +$79.7K 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

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 Wealth Group's IXN Position: Q2 2026 in Review

Summit Wealth Group increased its iShares Global Tech ETF (IXN) stake by 0.82% in Q2 2026, buying an estimated $106K and bringing the position to 100,969 shares worth $14.6M. The position accounts for 2.98% of the portfolio, ranked #12.

Summit Wealth Group first reported a position in IXN in Q4 2020 and has held it in 13 quarters since. 559 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Summit Wealth Group held 100,969 shares of iShares Global Tech ETF worth $14.6M as of Q2 2026.
  • Summit Wealth Group bought 820 iShares Global Tech ETF shares in Q2 2026, an estimated $106K.
  • iShares Global Tech ETF made up 2.98% of Summit Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Summit Wealth Group first reported a position in iShares Global Tech ETF in Q4 2020 and has held it in 13 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.