UWM
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Urban Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Urban 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
2026
Q2 		$537K Hold
3,715
– – 0.47% 49
2026
Q1 		$371K Sell
3,715
-666
-15% -$70.4K 0.38% 54
2025
Q4 		$460K Buy
+4,381
New +$463K 0.43% 50

Other funds holding IXN

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
NMCM
Nicholson Meyer Capital Management Kansas City, Missouri $150M AUM 27.66% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Urban Wealth Management's IXN Position: Q2 2026 in Review

Urban Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 3,715 shares worth $537K. The position accounts for 0.47% of the portfolio, ranked #49.

Urban Wealth Management first reported a position in IXN in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Urban Wealth Management held 3,715 shares of iShares Global Tech ETF worth $537K as of Q2 2026.
  • Urban Wealth Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.47% of Urban Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Urban Wealth Management first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.