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
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

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's IXN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Global Tech ETF (IXN) stake by 1% in Q2 2026, selling an estimated $88.2K and leaving 67,736 shares worth $8.99M. The position accounts for 0.02% of the portfolio, ranked #720.

Wealth Enhancement Advisory Services first reported a position in IXN in Q3 2023 and has held it in 12 quarters since. 98 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 67,736 shares of iShares Global Tech ETF worth $8.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 684 iShares Global Tech ETF shares in Q2 2026, an estimated $88.2K.
  • iShares Global Tech ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #720 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Global Tech ETF in Q3 2023 and has held it in 12 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.