Two West Capital Advisors’s iShares Global Tech ETF IXN Stock Holding History

Two West Capital Advisors’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	–	Sell	-2,364	Closed	-$248K	–	101
2025 Q4	$248K	Sell	2,364 -212	-8%	-$22.4K	0.14%	91
2025 Q3	$277K	Hold	2,576	–	–	0.17%	81
2025 Q2	$246K	Sell	2,576 -278	-10%	-$22.5K	0.16%	80
2025 Q1	$209K	Sell	2,854 -318	-10%	-$26.3K	0.17%	74
2024 Q4	$269K	Sell	3,172 -53	-2%	-$4.45K	0.23%	58
2024 Q3	$266K	Sell	3,225 -230	-7%	-$18.6K	0.22%	53
2024 Q2	$286K	Buy	+3,455	New	+$263K	0.27%	50

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Two West Capital Advisors's IXN Position: Q1 2026 in Review

Two West Capital Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2026, closing a stake of 2,364 shares — an estimated $248K sold.

Two West Capital Advisors first reported a position in IXN in Q2 2024 and held it in 7 quarters. The position peaked at $286K in Q2 2024. 495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

Two West Capital Advisors reported no remaining iShares Global Tech ETF position as of Q1 2026 after selling out during the quarter.
Two West Capital Advisors sold 2,364 iShares Global Tech ETF shares in Q1 2026, an estimated $248K.
Two West Capital Advisors first reported a position in iShares Global Tech ETF in Q2 2024 and held it in 7 quarters.
Two West Capital Advisors's iShares Global Tech ETF position peaked at $286K in Q2 2024.
495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.