UAG
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United Advisor Group’s iShares Global Tech ETF IXN Stock Holding History

United Advisor Group’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 		$483K Buy
3,344
+79
+2% +$10.2K 0.05% 327
2026
Q1 		$326K Buy
3,265
+65
+2% +$6.87K 0.04% 375
2025
Q4 		$336K Buy
3,200
+416
+15% +$43.9K 0.04% 354
2025
Q3 		$287K Sell
2,784
-107
-4% -$10.3K 0.04% 365
2025
Q2 		$267K Buy
2,891
+10
+0.3% +$810 0.05% 331
2025
Q1 		$218K Sell
2,881
-63
-2% -$5.22K 0.04% 330
2024
Q4 		$249K Buy
2,944
+225
+8% +$18.9K 0.05% 320
2024
Q3 		$224K Buy
2,719
+264
+11% +$21.3K 0.05% 315
2024
Q2 		$203K Buy
+2,455
New +$187K 0.06% 254

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

United Advisor Group's IXN Position: Q2 2026 in Review

United Advisor Group increased its iShares Global Tech ETF (IXN) stake by 2.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,344 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #327.

United Advisor Group first reported a position in IXN in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • United Advisor Group held 3,344 shares of iShares Global Tech ETF worth $483K as of Q2 2026.
  • United Advisor Group bought 79 iShares Global Tech ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Global Tech ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #327 holding.
  • United Advisor Group first reported a position in iShares Global Tech ETF in Q2 2024 and has held it in 9 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.