Wealth Enhancement Advisory Services
IXN icon

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

Wealth Enhancement Advisory Services’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
Q3 		$10.1M Buy
71,404
+3,668
+5% +$513K 0.02% 730
2026
Q2 		$8.99M Sell
67,736
-684
-1% -$88.2K 0.02% 720
2026
Q1 		$6.53M Sell
68,420
-1,065
-2% -$113K 0.01% 768
2025
Q4 		$7.49M Buy
69,485
+1,774
+3% +$187K 0.01% 821
2025
Q3 		$7.1M Buy
67,711
+1,750
+3% +$169K 0.01% 797
2025
Q2 		$6.16M Buy
65,961
+1,382
+2% +$112K 0.01% 821
2025
Q1 		$4.89M Sell
64,579
-7,633
-11% -$632K 0.01% 844
2024
Q4 		$6.12M Buy
72,212
+9,750
+16% +$819K 0.01% 730
2024
Q3 		$5.15M Buy
62,462
+7,440
+14% +$601K 0.01% 711
2024
Q2 		$4.56M Buy
55,022
+3,989
+8% +$304K 0.01% 711
2024
Q1 		$3.82M Sell
51,033
-681
-1% -$48.9K 0.01% 738
2023
Q4 		$3.53M Buy
51,714
+326
+0.6% +$20.5K 0.01% 707
2023
Q3 		$2.97M Buy
+51,388
New +$3.12M 0.01% 718

Other funds holding IXN

Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Defined Wealth Management
Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's IXN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global Tech ETF (IXN) stake by 5.4% in Q3 2026, buying an estimated $513K and bringing the position to 71,404 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #730.

Wealth Enhancement Advisory Services first reported a position in IXN in Q3 2023 and has held it in 13 quarters since. 219 funds tracked by Wall St. Rank hold IXN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 71,404 shares of iShares Global Tech ETF worth $10.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,668 iShares Global Tech ETF shares in Q3 2026, an estimated $513K.
  • iShares Global Tech ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #730 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Tech ETF in Q3 2023 and has held it in 13 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.