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WealthShield Partners’s iShares Global Tech ETF IXN Stock Holding History

WealthShield 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 		$7.22K Sell
50
-840
-94% -$108K ﹤0.01% 340
2026
Q1 		$89K Hold
890
– – 0.01% 415
2025
Q4 		$93.5K Hold
890
– – 0.01% 399
2025
Q3 		$91.9K Hold
890
– – 0.01% 400
2025
Q2 		$82.2K Hold
890
– – 0.01% 398
2025
Q1 		$67.4K Sell
890
-6
-0.7% -$497 0.01% 401
2024
Q4 		$75.9K Hold
896
– – 0.01% 363
2024
Q3 		$73.9K Hold
896
– – 0.01% 369
2024
Q2 		$74.2K Hold
896
– – 0.01% 344
2024
Q1 		$67K Buy
896
+776
+647% +$55.7K 0.01% 341
2023
Q4 		$8.18K Sell
120
-6,439
-98% -$405K ﹤0.01% 438
2023
Q3 		$379K Buy
6,559
+2,866
+78% +$174K 0.06% 225
2023
Q2 		$230K Sell
3,693
-1,895
-34% -$107K 0.03% 277
2023
Q1 		$304K Sell
5,588
-116
-2% -$5.78K 0.05% 256
2022
Q4 		$256K Sell
5,704
-6,998
-55% -$319K 0.05% 254
2022
Q3 		$536K Sell
12,702
-7,299
-36% -$355K 0.11% 190
2022
Q2 		$914K Sell
20,001
-13,287
-40% -$671K 0.18% 136
2022
Q1 		$1.93M Sell
33,288
-9,009
-21% -$520K 0.31% 76
2021
Q4 		$2.72M Sell
42,297
-8,624
-17% -$530K 0.45% 56
2021
Q3 		$2.88M Buy
50,921
+9,773
+24% +$572K 0.77% 38
2021
Q2 		$2.31M Sell
41,148
-49,800
-55% -$2.68M 0.36% 58
2021
Q1 		$4.66M Buy
90,948
+14,304
+19% +$732K 0.84% 34
2020
Q4 		$3.83M Buy
76,644
+29,484
+63% +$1.36M 0.71% 48
2020
Q3 		$2.07M Buy
47,160
+3,612
+8% +$154K 0.73% 36
2020
Q2 		$1.71M Buy
43,548
+5,862
+16% +$207K 0.79% 32
2020
Q1 		$1.15M Sell
37,686
-1,476
-4% -$51K 0.7% 32
2019
Q4 		$1.37M Buy
39,162
+5,592
+17% +$183K 0.67% 32
2019
Q3 		$1.03M Buy
33,570
+2,994
+10% +$91K 0.55% 37
2019
Q2 		$915K Sell
30,576
-3,492
-10% -$102K 0.53% 39
2019
Q1 		$971K Buy
34,068
+31,218
+1,095% +$827K 0.54% 42
2018
Q4 		$68K Buy
+2,850
New +$74.5K 0.05% 154

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

WealthShield Partners's IXN Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Global Tech ETF (IXN) stake by 94% in Q2 2026, selling an estimated $108K and leaving 50 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

WealthShield Partners first reported a position in IXN in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.66M in Q1 2021. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • WealthShield Partners held 50 shares of iShares Global Tech ETF worth $7.22K as of Q2 2026.
  • WealthShield Partners sold 840 iShares Global Tech ETF shares in Q2 2026, an estimated $108K.
  • iShares Global Tech ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #340 holding.
  • WealthShield Partners first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 31 quarters since.
  • WealthShield Partners's iShares Global Tech ETF position peaked at $4.66M in Q1 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.