WIM
IXN icon

WealthPlan Investment Management’s iShares Global Tech ETF IXN Stock Holding History

WealthPlan Investment 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 		$296K Buy
2,050
+1
+0% +$129 0.01% 401
2026
Q1 		$205K Buy
+2,049
New +$216K 0.01% 447
2023
Q3 		– Sell
-82
Closed -$5.09K – 249
2023
Q2 		$5.09K Hold
82
– – ﹤0.01% 301
2023
Q1 		$4.44K Buy
+82
New +$4.09K ﹤0.01% 373

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

WealthPlan Investment Management's IXN Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Global Tech ETF (IXN) stake by 0.05% in Q2 2026, buying an estimated $129 and bringing the position to 2,050 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #401.

WealthPlan Investment Management first reported a position in IXN in Q1 2023 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • WealthPlan Investment Management held 2,050 shares of iShares Global Tech ETF worth $296K as of Q2 2026.
  • WealthPlan Investment Management bought 1 iShares Global Tech ETF share in Q2 2026, an estimated $129.
  • iShares Global Tech ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #401 holding.
  • WealthPlan Investment Management first reported a position in iShares Global Tech ETF in Q1 2023 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.