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

Summit 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
2025 Q4	–	Sell	-3,949	Closed	-$408K	–	214
2025 Q3	$408K	Hold	3,949	–	–	0.07%	151
2025 Q2	$365K	Hold	3,949	–	–	0.07%	158
2025 Q1	$299K	Hold	3,949	–	–	0.06%	175
2024 Q4	$335K	Hold	3,949	–	–	0.07%	159
2024 Q3	$326K	Hold	3,949	–	–	0.06%	182
2024 Q2	$327K	Hold	3,949	–	–	0.07%	169
2024 Q1	$295K	Hold	3,949	–	–	0.06%	179
2023 Q4	$269K	Hold	3,949	–	–	0.06%	178
2023 Q3	$228K	Hold	3,949	–	–	0.06%	169
2023 Q2	$246K	Hold	3,949	–	–	0.06%	162
2023 Q1	$215K	Buy	+3,949	New	+$197K	0.06%	174
2022 Q4	–	Sell	-7,252	Closed	-$306K	–	177
2022 Q3	$306K	Sell	7,252 -3,762	-34%	-$183K	0.09%	123
2022 Q2	$503K	Sell	11,014 -92	-0.8%	-$4.65K	0.13%	92
2022 Q1	$644K	Sell	11,106 -1,264	-10%	-$73K	0.15%	78
2021 Q4	$796K	Buy	12,370 +19	+0.2%	+$1.17K	0.17%	67
2021 Q3	$700K	Buy	12,351 +135	+1%	+$7.9K	0.17%	71
2021 Q2	$687K	Buy	12,216 +3,624	+42%	+$195K	0.16%	75
2021 Q1	$441K	Buy	8,592 +90	+1%	+$4.61K	0.11%	96
2020 Q4	$425K	Hold	8,502	–	–	0.12%	94
2020 Q3	$374K	Buy	+8,502	New	+$362K	0.11%	107

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Summit Wealth Partners's IXN Position: Q4 2025 in Review

Summit Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q4 2025, closing a stake of 3,949 shares — an estimated $408K sold.

Summit Wealth Partners first reported a position in IXN in Q3 2020 and held it in 20 quarters. The position peaked at $796K in Q4 2021. 494 funds tracked by Wall St. Rank hold IXN as of Q4 2025.

Summit Wealth Partners reported no remaining iShares Global Tech ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 3,949 iShares Global Tech ETF shares in Q4 2025, an estimated $408K.
Summit Wealth Partners first reported a position in iShares Global Tech ETF in Q3 2020 and held it in 20 quarters.
Summit Wealth Partners's iShares Global Tech ETF position peaked at $796K in Q4 2021.
494 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.