Wealthspire Advisors (New York)’s iShares Global Tech ETF IXN Stock Holding History

Wealthspire Advisors (New York)’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	$616K	Sell	4,262 -194	-4%	-$25K	﹤0.01%	724
2026 Q1	$445K	Hold	4,456	–	–	﹤0.01%	607
2025 Q4	$468K	Sell	4,456 -41	-0.9%	-$4.33K	﹤0.01%	636
2025 Q3	$464K	Sell	4,497 -44	-1%	-$4.25K	﹤0.01%	557
2025 Q2	$419K	Buy	4,541 +5	+0.1%	+$405	﹤0.01%	584
2025 Q1	$344K	Sell	4,536 -785	-15%	-$65K	﹤0.01%	609
2024 Q4	$451K	Buy	5,321 +1,154	+28%	+$96.9K	﹤0.01%	542
2024 Q3	$344K	Buy	4,167 +2	+0%	+$162	﹤0.01%	590
2024 Q2	$345K	Sell	4,165 -99	-2%	-$7.54K	﹤0.01%	505
2024 Q1	$319K	Hold	4,264	–	–	﹤0.01%	511
2023 Q4	$291K	Buy	4,264 +1	+0%	+$63	﹤0.01%	531
2023 Q3	$247K	Sell	4,263 -82	-2%	-$4.99K	﹤0.01%	520
2023 Q2	$270K	Sell	4,345 -14	-0.3%	-$793	﹤0.01%	469
2023 Q1	$237K	Sell	4,359 -172	-4%	-$8.57K	﹤0.01%	478
2022 Q4	$203K	Buy	+4,531	New	+$207K	﹤0.01%	541

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s IXN Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Global Tech ETF (IXN) stake by 4.4% in Q2 2026, selling an estimated $25K and leaving 4,262 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Wealthspire Advisors (New York) first reported a position in IXN in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Wealthspire Advisors (New York) held 4,262 shares of iShares Global Tech ETF worth $616K as of Q2 2026.
Wealthspire Advisors (New York) sold 194 iShares Global Tech ETF shares in Q2 2026, an estimated $25K.
iShares Global Tech ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #724 holding.
Wealthspire Advisors (New York) first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.