WWM
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Western Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Western Wealth 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 		$4.04M Buy
27,986
+248
+0.9% +$32K 0.13% 155
2026
Q1 		$2.77M Buy
27,738
+1,975
+8% +$209K 0.11% 212
2025
Q4 		$2.71M Sell
25,763
-1,504
-6% -$159K 0.12% 171
2025
Q3 		$2.81M Hold
27,267
– – 0.15% 142
2025
Q2 		$2.52M Sell
27,267
-1,321
-5% -$107K 0.15% 138
2025
Q1 		$2.17M Sell
28,588
-2,027
-7% -$168K 0.14% 145
2024
Q4 		$2.59M Sell
30,615
-14
-0% -$1.18K 0.14% 154
2024
Q3 		$2.53M Sell
30,629
-900
-3% -$72.7K 0.14% 145
2024
Q2 		$2.61M Sell
31,529
-1,045
-3% -$79.6K 0.19% 106
2024
Q1 		$2.44M Sell
32,574
-999
-3% -$71.7K 0.19% 113
2023
Q4 		$2.29M Sell
33,573
-524
-2% -$33K 0.17% 135
2023
Q3 		$1.97M Sell
34,097
-303
-0.9% -$18.4K 0.17% 132
2023
Q2 		$2.14M Sell
34,400
-447
-1% -$25.3K 0.18% 119
2023
Q1 		$1.89M Sell
34,847
-3,306
-9% -$165K 0.18% 132
2022
Q4 		$1.71M Sell
38,153
-42,024
-52% -$1.92M 0.17% 138
2022
Q3 		$3.39M Sell
80,177
-7,607
-9% -$370K 0.19% 114
2022
Q2 		$4.01M Sell
87,784
-10,032
-10% -$507K 0.23% 97
2022
Q1 		$5.67M Buy
97,816
+45,305
+86% +$2.62M 0.28% 78
2021
Q4 		$3.38M Buy
+52,511
New +$3.23M 0.33% 62
2021
Q2 		$2.74M Sell
48,948
-3,138
-6% -$169K 0.28% 78
2021
Q1 		$2.67M Buy
52,086
+2,178
+4% +$111K 0.36% 60
2020
Q4 		$2.5M Sell
49,908
-4,986
-9% -$231K 0.37% 62
2020
Q3 		$2.41M Buy
54,894
+300
+0.5% +$12.8K 0.39% 51
2020
Q2 		$2.14M Buy
54,594
+29,010
+113% +$1.03M 0.39% 50
2020
Q1 		$775K Buy
25,584
+4,992
+24% +$173K 0.18% 130
2019
Q4 		$722K Sell
20,592
-294
-1% -$9.65K 0.11% 180
2019
Q3 		$644K Buy
20,886
+768
+4% +$23.3K 0.13% 174
2019
Q2 		$604K Buy
20,118
+2,472
+14% +$72.2K 0.08% 195
2019
Q1 		$505K Buy
17,646
+1,878
+12% +$49.7K 0.11% 208
2018
Q4 		$377K Buy
+15,768
New +$412K 0.1% 215

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

Western Wealth Management's IXN Position: Q2 2026 in Review

Western Wealth Management increased its iShares Global Tech ETF (IXN) stake by 0.89% in Q2 2026, buying an estimated $32K and bringing the position to 27,986 shares worth $4.04M. The position accounts for 0.13% of the portfolio, ranked #155.

Western Wealth Management first reported a position in IXN in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.67M in Q1 2022. 557 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Western Wealth Management held 27,986 shares of iShares Global Tech ETF worth $4.04M as of Q2 2026.
  • Western Wealth Management bought 248 iShares Global Tech ETF shares in Q2 2026, an estimated $32K.
  • iShares Global Tech ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Western Wealth Management first reported a position in iShares Global Tech ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's iShares Global Tech ETF position peaked at $5.67M in Q1 2022.
  • 557 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.