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Wealthcare Advisory Partners’s iShares Global Tech ETF IXN Stock Holding History

Wealthcare Advisory Partners’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 		$3.22M Buy
22,305
+281
+1% +$36.2K 0.06% 254
2026
Q1 		$2.2M Sell
22,024
-137
-0.6% -$14.5K 0.04% 350
2025
Q4 		$2.33M Sell
22,161
-606
-3% -$64K 0.05% 320
2025
Q3 		$2.35M Hold
22,767
– – 0.05% 306
2025
Q2 		$2.1M Buy
22,767
+33
+0.1% +$2.67K 0.05% 319
2025
Q1 		$1.72M Sell
22,734
-1,329
-6% -$110K 0.05% 318
2024
Q4 		$2.04M Sell
24,063
-283
-1% -$23.8K 0.06% 266
2024
Q3 		$2.01M Sell
24,346
-122
-0.5% -$9.86K 0.06% 270
2024
Q2 		$2.03M Sell
24,468
-32
-0.1% -$2.44K 0.06% 232
2024
Q1 		$1.83M Buy
24,500
+7,083
+41% +$509K 0.06% 246
2023
Q4 		$1.19M Buy
17,417
+900
+5% +$56.6K 0.05% 282
2023
Q3 		$955K Sell
16,517
-66
-0.4% -$4.01K 0.04% 290
2023
Q2 		$1.03M Buy
16,583
+202
+1% +$11.4K 0.05% 281
2023
Q1 		$890K Sell
16,381
-137
-0.8% -$6.83K 0.04% 311
2022
Q4 		$741K Sell
16,518
-146
-0.9% -$6.66K 0.04% 329
2022
Q3 		$703K Buy
+16,664
New +$810K 0.04% 285
2022
Q1 		– Sell
-3,403
Closed -$219K – 572
2021
Q4 		$219K Buy
+3,403
New +$209K 0.01% 523
2021
Q2 		– Sell
-8,964
Closed -$460K – 1211
2021
Q1 		$460K Buy
+8,964
New +$459K 0.03% 307
2020
Q2 		– Sell
-1,746
Closed -$53K – 868
2020
Q1 		$53K Sell
1,746
-1,182
-40% -$40.8K 0.01% 500
2019
Q4 		$103K Buy
2,928
+192
+7% +$6.3K 0.01% 399
2019
Q3 		$84K Hold
2,736
– – 0.01% 432
2019
Q2 		$82K Buy
2,736
+192
+8% +$5.61K 0.01% 420
2019
Q1 		$73K Hold
2,544
– – 0.01% 398
2018
Q4 		$61K Buy
2,544
+486
+24% +$12.7K 0.01% 394
2018
Q3 		$60K Hold
2,058
– – 0.01% 429
2018
Q2 		$56K Buy
+2,058
New +$56.3K 0.01% 442

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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

Wealthcare Advisory Partners's IXN Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Global Tech ETF (IXN) stake by 1.3% in Q2 2026, buying an estimated $36.2K and bringing the position to 22,305 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #254.

Wealthcare Advisory Partners first reported a position in IXN in Q2 2018 and has held it in 26 quarters since. 103 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Wealthcare Advisory Partners held 22,305 shares of iShares Global Tech ETF worth $3.22M as of Q2 2026.
  • Wealthcare Advisory Partners bought 281 iShares Global Tech ETF shares in Q2 2026, an estimated $36.2K.
  • iShares Global Tech ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #254 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Global Tech ETF in Q2 2018 and has held it in 26 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.