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U.S. Capital Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

U.S. Capital Wealth 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 		$1.6M Buy
15,963
+9,805
+159% +$1.04M 0.04% 398
2025
Q4 		$647K Sell
6,158
-338
-5% -$35.7K 0.02% 592
2025
Q3 		$670K Sell
6,496
-194
-3% -$18.8K 0.02% 562
2025
Q2 		$618K Sell
6,690
-24,815
-79% -$2.01M 0.02% 545
2025
Q1 		$2.39M Buy
31,505
+2,482
+9% +$205K 0.07% 254
2024
Q4 		$2.46M Buy
29,023
+3,449
+13% +$290K 0.08% 264
2024
Q3 		$2.11M Buy
25,574
+2,822
+12% +$228K 0.07% 239
2024
Q2 		$1.88M Buy
22,752
+10,173
+81% +$775K 0.07% 252
2024
Q1 		$941K Buy
12,579
+168
+1% +$12.1K 0.04% 353
2023
Q4 		$846K Sell
12,411
-351
-3% -$22.1K 0.03% 358
2023
Q3 		$738K Sell
12,762
-3,254
-20% -$198K 0.03% 355
2023
Q2 		$996K Sell
16,016
-858
-5% -$48.6K 0.05% 326
2023
Q1 		$917K Sell
16,874
-1,128
-6% -$56.2K 0.04% 315
2022
Q4 		$807K Sell
18,002
-675
-4% -$30.8K 0.04% 367
2022
Q3 		$788K Sell
18,677
-9,587
-34% -$466K 0.04% 367
2022
Q2 		$1.29M Sell
28,264
-1,929
-6% -$97.5K 0.06% 301
2022
Q1 		$1.75M Sell
30,193
-477
-2% -$27.5K 0.06% 284
2021
Q4 		$1.98M Buy
30,670
+752
+3% +$46.2K 0.08% 263
2021
Q3 		$1.7M Buy
+29,918
New +$1.75M 0.07% 283

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

U.S. Capital Wealth Advisors's IXN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Global Tech ETF (IXN) stake by 159% in Q1 2026, buying an estimated $1.04M and bringing the position to 15,963 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #398.

U.S. Capital Wealth Advisors first reported a position in IXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2024. 495 funds tracked by Wall St. Rank hold IXN as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,963 shares of iShares Global Tech ETF worth $1.6M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 9,805 iShares Global Tech ETF shares in Q1 2026, an estimated $1.04M.
  • iShares Global Tech ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #398 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares Global Tech ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's iShares Global Tech ETF position peaked at $2.46M in Q4 2024.
  • 495 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.