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Sunbelt Securities’s iShares Global Tech ETF IXN Stock Holding History

Sunbelt Securities’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 		$65.4K Buy
654
+3
+0.5% +$317 ﹤0.01% 958
2025
Q4 		$68.3K Hold
651
– – ﹤0.01% 918
2025
Q3 		$67.2K Sell
651
-1,662
-72% -$161K ﹤0.01% 930
2025
Q2 		$196K Buy
2,313
+1,663
+256% +$135K 0.02% 590
2025
Q1 		$49.2K Sell
650
-1,663
-72% -$138K ﹤0.01% 914
2024
Q4 		$198K Buy
2,313
+3
+0.1% +$252 0.02% 589
2024
Q3 		$191K Buy
2,310
+800
+53% +$64.6K 0.02% 602
2024
Q2 		$125K Buy
1,510
+21
+1% +$1.6K 0.01% 676
2024
Q1 		$111K Sell
1,489
-62
-4% -$4.45K 0.01% 689
2023
Q4 		$106K Buy
1,551
+2
+0.1% +$126 0.01% 660
2023
Q3 		$89.6K Sell
1,549
-156
-9% -$9.48K 0.01% 683
2023
Q2 		$106K Sell
1,705
-357
-17% -$20.2K 0.02% 633
2023
Q1 		$111K Buy
+2,062
New +$103K 0.02% 556
2022
Q2 		– Sell
-3,413
Closed -$201K – 468
2022
Q1 		$201K Hold
3,413
– – 0.04% 439
2021
Q4 		$201K Buy
3,413
+1,863
+120% +$114K 0.03% 445
2021
Q3 		$530K Sell
1,550
-7,750
-83% -$454K 0.1% 242
2021
Q2 		$530K Buy
9,300
+378
+4% +$20.3K 0.1% 242
2021
Q1 		$458K Buy
8,922
+216
+2% +$11.1K 0.09% 248
2020
Q4 		$435K Buy
8,706
+1,890
+28% +$87.4K 0.09% 253
2020
Q3 		$300K Buy
+6,816
New +$290K 0.08% 258

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Sunbelt Securities's IXN Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Global Tech ETF (IXN) stake by 0.46% in Q1 2026, buying an estimated $317 and bringing the position to 654 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Sunbelt Securities first reported a position in IXN in Q3 2020 and has held it in 20 quarters since. The position peaked at $530K in Q3 2021. 495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • Sunbelt Securities held 654 shares of iShares Global Tech ETF worth $65.4K as of Q1 2026.
  • Sunbelt Securities bought 3 iShares Global Tech ETF shares in Q1 2026, an estimated $317.
  • iShares Global Tech ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #958 holding.
  • Sunbelt Securities first reported a position in iShares Global Tech ETF in Q3 2020 and has held it in 20 quarters since.
  • Sunbelt Securities's iShares Global Tech ETF position peaked at $530K in Q3 2021.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.