WC
IXN icon

Whitney & Co’s iShares Global Tech ETF IXN Stock Holding History

Whitney & Co’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
Q1 		$250K Hold
2,500
– – 0.02% 154
2025
Q4 		$263K Hold
2,500
– – 0.02% 151
2025
Q3 		$258K Hold
2,500
– – 0.02% 122
2025
Q2 		$231K Buy
+2,500
New +$203K 0.02% 123
2025
Q1 		– Sell
-2,760
Closed -$234K – 137
2024
Q4 		$234K Buy
2,760
+260
+10% +$21.8K 0.02% 117
2024
Q3 		$206K Hold
2,500
– – 0.02% 123
2024
Q2 		$207K Buy
+2,500
New +$190K 0.02% 119

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return