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VSM Wealth Advisory’s iShares Global Tech ETF IXN Stock Holding History

VSM Wealth Advisory’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 		$86.7K Buy
600
+1
+0.2% +$129 0.02% 173
2026
Q1 		$59.9K Hold
599
– – 0.02% 200
2025
Q4 		$62.9K Buy
599
+5
+0.8% +$528 0.02% 179
2025
Q3 		$61.3K Hold
594
– – 0.02% 183
2025
Q2 		$54.9K Buy
594
+1
+0.2% +$81 0.02% 201
2025
Q1 		$44.9K Hold
593
– – 0.02% 204
2024
Q4 		$50.3K Buy
+593
New +$49.8K 0.02% 192

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

VSM Wealth Advisory's IXN Position: Q2 2026 in Review

VSM Wealth Advisory increased its iShares Global Tech ETF (IXN) stake by 0.17% in Q2 2026, buying an estimated $129 and bringing the position to 600 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #173.

VSM Wealth Advisory first reported a position in IXN in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • VSM Wealth Advisory held 600 shares of iShares Global Tech ETF worth $86.7K as of Q2 2026.
  • VSM Wealth Advisory bought 1 iShares Global Tech ETF share in Q2 2026, an estimated $129.
  • iShares Global Tech ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #173 holding.
  • VSM Wealth Advisory first reported a position in iShares Global Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

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