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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 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. 129 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.
129 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.