Tyler-Stone Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$853K	Sell	9,242 -740	-7%	-$60K	0.14%	142
2025 Q1	$756K	Sell	9,982 -2,090	-17%	-$173K	0.14%	138
2024 Q4	$1.02M	Sell	12,072 -101	-0.8%	-$8.48K	0.18%	107
2024 Q3	$1M	Buy	12,173 +5,845	+92%	+$472K	0.19%	106
2024 Q2	$524K	Sell	6,328 -1,150	-15%	-$87.6K	0.22%	88
2024 Q1	$559K	Buy	7,478 +836	+13%	+$60K	0.25%	84
2023 Q4	$453K	Sell	6,642 -328	-5%	-$20.6K	0.23%	92
2023 Q3	$403K	Sell	6,970 -50	-0.7%	-$3.04K	0.23%	86
2023 Q2	$437K	Buy	+7,020	New	+$398K	0.25%	83
2022 Q4	$332K	Sell	7,408 -875	-11%	-$39.9K	0.23%	98
2022 Q3	$349K	Sell	8,283 -400	-5%	-$19.5K	0.27%	80
2022 Q2	$397K	Sell	8,683 -6,066	-41%	-$306K	0.26%	77
2022 Q1	$856K	Sell	14,749 -13,082	-47%	-$755K	0.47%	46
2021 Q4	$1.79M	Buy	+27,831	New	+$1.71M	0.95%	26

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

PCH

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

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

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

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

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

Tyler-Stone Wealth Management's IXN Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Global Tech ETF (IXN) stake by 7.4% in Q2 2025, selling an estimated $60K and leaving 9,242 shares worth $853K. The position accounts for 0.14% of the portfolio, ranked #142.

Tyler-Stone Wealth Management first reported a position in IXN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2021. 441 funds tracked by Wall St. Rank hold IXN as of Q2 2025.

Tyler-Stone Wealth Management held 9,242 shares of iShares Global Tech ETF worth $853K as of Q2 2025.
Tyler-Stone Wealth Management sold 740 iShares Global Tech ETF shares in Q2 2025, an estimated $60K.
iShares Global Tech ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #142 holding.
Tyler-Stone Wealth Management first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Global Tech ETF position peaked at $1.79M in Q4 2021.
441 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.