SIM
IXN icon

Synergy Investment Management’s iShares Global Tech ETF IXN Stock Holding History

Synergy Investment Management’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 		$17.5K Sell
121
-300
-71% -$38.7K ﹤0.01% 543
2026
Q1 		$42.1K Buy
+421
New +$44.5K 0.01% 305
2025
Q2 		– Sell
-300
Closed -$22.7K – 333
2025
Q1 		$22.7K Hold
300
– – 0.01% 298
2024
Q4 		$25.4K Buy
+300
New +$25.2K 0.01% 298

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

Synergy Investment Management's IXN Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Global Tech ETF (IXN) stake by 71% in Q2 2026, selling an estimated $38.7K and leaving 121 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Synergy Investment Management first reported a position in IXN in Q4 2024 and has held it in 4 quarters since. The position peaked at $42.1K in Q1 2026. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Synergy Investment Management held 121 shares of iShares Global Tech ETF worth $17.5K as of Q2 2026.
  • Synergy Investment Management sold 300 iShares Global Tech ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Global Tech ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #543 holding.
  • Synergy Investment Management first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Global Tech ETF position peaked at $42.1K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.