UCFA
IXN icon

United Capital Financial Advisors’s iShares Global Tech ETF IXN Stock Holding History

United Capital Financial 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
Q2 		$5.96M Sell
41,284
-415
-1% -$53.5K 0.03% 343
2026
Q1 		$4.17M Buy
41,699
+1,639
+4% +$173K 0.03% 396
2025
Q4 		$4.21M Buy
40,060
+24,971
+165% +$2.64M 0.03% 379
2025
Q3 		$1.56M Sell
15,089
-32
-0.2% -$3.09K 0.01% 525
2025
Q2 		$1.4M Buy
15,121
+760
+5% +$61.6K 0.01% 515
2025
Q1 		$1.09M Buy
14,361
+3,805
+36% +$315K 0.01% 548
2024
Q4 		$895K Buy
10,556
+1,534
+17% +$129K 0.01% 580
2024
Q3 		$745K Buy
9,022
+2,548
+39% +$206K 0.01% 614
2024
Q2 		$536K Buy
6,474
+33
+0.5% +$2.51K ﹤0.01% 696
2024
Q1 		$482K Sell
6,441
-54
-0.8% -$3.88K ﹤0.01% 746
2023
Q4 		$443K Sell
6,495
-173
-3% -$10.9K ﹤0.01% 756
2023
Q3 		$386K Sell
6,668
-56
-0.8% -$3.4K ﹤0.01% 690
2023
Q2 		$418K Sell
6,724
-1,052
-14% -$59.6K ﹤0.01% 708
2023
Q1 		$423K Sell
7,776
-727
-9% -$36.2K ﹤0.01% 754
2022
Q4 		$381K Sell
8,503
-1,529
-15% -$69.7K ﹤0.01% 812
2022
Q3 		$423K Sell
10,032
-194
-2% -$9.44K ﹤0.01% 795
2022
Q2 		$467K Sell
10,226
-1,042
-9% -$52.6K ﹤0.01% 816
2022
Q1 		$654K Sell
11,268
-357
-3% -$20.6K ﹤0.01% 776
2021
Q4 		$749K Sell
11,625
-1,068
-8% -$65.6K ﹤0.01% 754
2021
Q3 		$719K Buy
+12,693
New +$743K ﹤0.01% 761
2021
Q2 		– Sell
-9,930
Closed -$509K – 1241
2021
Q1 		$509K Sell
9,930
-2,142
-18% -$110K ﹤0.01% 842
2020
Q4 		$604K Buy
12,072
+546
+5% +$25.2K ﹤0.01% 797
2020
Q3 		$506K Buy
11,526
+1,794
+18% +$76.3K ﹤0.01% 828
2020
Q2 		$382K Sell
9,732
-2,088
-18% -$73.9K ﹤0.01% 949
2020
Q1 		$359K Buy
11,820
+3,480
+42% +$120K ﹤0.01% 931
2019
Q4 		$293K Sell
8,340
-1,068
-11% -$35K ﹤0.01% 1141
2019
Q3 		$290K Sell
9,408
-655,578
-99% -$19.9M ﹤0.01% 1084
2019
Q2 		$19.9M Sell
664,986
-138,384
-17% -$4.04M 0.13% 165
2019
Q1 		$22.9M Buy
803,370
+267,174
+50% +$7.08M 0.16% 137
2018
Q4 		$12.9M Buy
536,196
+259,590
+94% +$6.79M 0.1% 213
2018
Q3 		$8.07M Buy
276,606
+267,300
+2,872% +$7.64M 0.06% 344
2018
Q2 		$255K Sell
9,306
-2,214
-19% -$60.6K ﹤0.01% 1151
2018
Q1 		$304K Buy
+11,520
New +$310K ﹤0.01% 1090
2016
Q1 		– Sell
-718,032
Closed -$11.7M – 1242
2015
Q4 		$11.7M Buy
+718,032
New +$11.8M 0.13% 171
2015
Q2 		– Sell
-523,980
Closed -$8.63M – 1288
2015
Q1 		$8.63M Buy
523,980
+176,712
+51% +$2.83M 0.11% 243
2014
Q4 		$5.49M Buy
347,268
+165,858
+91% +$2.56M 0.08% 246
2014
Q3 		$2.77M Buy
+181,410
New +$2.76M 0.05% 359

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 Capital Financial Advisors's IXN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Global Tech ETF (IXN) stake by 1% in Q2 2026, selling an estimated $53.5K and leaving 41,284 shares worth $5.96M. The position accounts for 0.03% of the portfolio, ranked #343.

United Capital Financial Advisors first reported a position in IXN in Q3 2014 and has held it in 37 quarters since. The position peaked at $22.9M in Q1 2019. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • United Capital Financial Advisors held 41,284 shares of iShares Global Tech ETF worth $5.96M as of Q2 2026.
  • United Capital Financial Advisors sold 415 iShares Global Tech ETF shares in Q2 2026, an estimated $53.5K.
  • iShares Global Tech ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #343 holding.
  • United Capital Financial Advisors first reported a position in iShares Global Tech ETF in Q3 2014 and has held it in 37 quarters since.
  • United Capital Financial Advisors's iShares Global Tech ETF position peaked at $22.9M in Q1 2019.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.