West Branch Capital’s iShares Global Tech ETF IXN Stock Holding History

West Branch Capital’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	$39.3K	Sell	272 -81	-23%	-$10.4K	0.01%	147
2026 Q1	$35.3K	Hold	353	–	–	0.01%	149
2025 Q4	$37.1K	Hold	353	–	–	0.01%	152
2025 Q3	$36.4K	Buy	+353	New	+$34.1K	0.01%	161
2023 Q4	–	Sell	-75	Closed	-$4.34K	–	453
2023 Q3	$4.34K	Sell	75 -75	-50%	-$4.56K	﹤0.01%	353
2023 Q2	$9.33K	Hold	150	–	–	﹤0.01%	288
2023 Q1	$8.15K	Hold	150	–	–	﹤0.01%	308
2022 Q4	$6.72K	Hold	150	–	–	﹤0.01%	314
2022 Q3	$6K	Hold	150	–	–	﹤0.01%	327
2022 Q2	$7K	Buy	150 +75	+100%	+$3.79K	﹤0.01%	306
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	372
2021 Q4	$5K	Buy	+75	New	+$4.61K	﹤0.01%	384

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

West Branch Capital's IXN Position: Q2 2026 in Review

West Branch Capital reduced its iShares Global Tech ETF (IXN) stake by 23% in Q2 2026, selling an estimated $10.4K and leaving 272 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #147.

West Branch Capital first reported a position in IXN in Q4 2021 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

West Branch Capital held 272 shares of iShares Global Tech ETF worth $39.3K as of Q2 2026.
West Branch Capital sold 81 iShares Global Tech ETF shares in Q2 2026, an estimated $10.4K.
iShares Global Tech ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #147 holding.
West Branch Capital first reported a position in iShares Global Tech ETF in Q4 2021 and has held it in 12 quarters since.
561 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.